+57.7%
HAS vs WSM
+34.6%
+23.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.5% | -2.2% | -1.2% |
| 7D | +1.4% | 0.0% | +1.4% | +1.4% |
| 30D | +26.3% | +5.1% | +21.2% | +24.3% |
| 3M | +25.6% | +5.1% | +20.5% | +23.6% |
| 6M | +30.3% | +48.6% | -18.3% | +14.2% |
| YTD | +50.4% | +44.2% | +6.2% | +31.5% |
| 1Y | +57.7% | +38.1% | +19.6% | +40.3% |
| All | +57.7% | +34.6% | +23.1% | +40.3% |
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