+2,771.1%
NOW vs WSM
+1,745.6%
+1,025.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.1% | -5.1% | -3.5% |
| 7D | -2.4% | -3.3% | +0.9% | -1.6% |
| 30D | +20.5% | -8.4% | +28.9% | +23.3% |
| 3M | +18.3% | +9.7% | +8.7% | +15.0% |
| 6M | +24.1% | +16.7% | +7.4% | +18.0% |
| YTD | -7.8% | +28.7% | -36.5% | -15.1% |
| 1Y | -21.4% | +13.7% | -35.1% | -25.3% |
| 3Y | +19.5% | +230.1% | -210.6% | -20.9% |
| 5Y | +4.1% | +179.0% | -174.9% | -30.0% |
| 10Y | +826.4% | +1,002.5% | -176.1% | +283.1% |
| All | +2,771.1% | +1,745.6% | +1,025.5% | +1,080.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling