+62.8%
HAL vs WSM
+12.3%
+50.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.7% | -1.2% | -2.8% |
| 7D | -3.3% | +0.4% | -3.7% | -3.3% |
| 30D | +7.2% | -10.7% | +17.9% | +7.3% |
| 3M | -8.8% | +8.5% | -17.3% | -9.2% |
| 6M | +3.0% | +19.6% | -16.7% | +1.9% |
| YTD | +29.4% | +26.6% | +2.8% | +25.6% |
| 1Y | +62.8% | +12.0% | +50.9% | +58.1% |
| All | +62.8% | +12.3% | +50.6% | +58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WSM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling