+133.9%
HL vs WSM
+19.9%
+114.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.1% | -4.6% | -3.3% |
| 7D | +1.5% | -3.3% | +4.7% | +2.9% |
| 30D | +25.1% | -8.4% | +33.4% | +29.5% |
| 3M | +22.9% | +9.7% | +13.2% | +18.2% |
| 6M | -4.9% | +16.7% | -21.6% | -11.0% |
| YTD | +7.8% | +28.7% | -20.8% | -1.5% |
| 1Y | +133.9% | +13.7% | +120.2% | +117.2% |
| All | +133.9% | +19.9% | +114.0% | +117.2% |
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