+29.6%
LUV vs WSM
+19.9%
+9.7%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.1% | +0.2% | +1.0% |
| 7D | +0.4% | -3.3% | +3.7% | +2.5% |
| 30D | -18.4% | -8.4% | -10.0% | -13.8% |
| 3M | -3.2% | +9.7% | -12.9% | -8.5% |
| 6M | -14.8% | +16.7% | -31.5% | -23.0% |
| YTD | -2.9% | +28.7% | -31.5% | -14.6% |
| 1Y | +29.6% | +13.7% | +15.9% | +14.7% |
| All | +29.6% | +19.9% | +9.7% | +14.7% |
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