+57.4%
INTC vs WSM
+44.0%
+13.4%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +6.5% | -10.2% | -6.2% |
| 7D | -39.0% | +8.0% | -47.0% | -40.6% |
| 30D | -49.8% | +13.5% | -63.3% | -52.4% |
| 3M | -42.2% | +8.8% | -51.1% | -44.2% |
| 6M | -39.2% | +54.7% | -93.9% | -51.0% |
| YTD | +57.9% | +53.3% | +4.6% | +30.0% |
| 1Y | +57.4% | +41.1% | +16.2% | +31.8% |
| All | +57.4% | +44.0% | +13.4% | +31.8% |
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