+1,988.6%
NOW vs WSM
+2,030.1%
-41.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.0% | -2.2% | 0.0% |
| 7D | -3.1% | +0.9% | -3.9% | -3.3% |
| 30D | -27.0% | +8.6% | -35.6% | -28.9% |
| 3M | -17.7% | +4.2% | -22.0% | -19.1% |
| 6M | +12.7% | +44.6% | -31.9% | +0.9% |
| YTD | -32.9% | +48.5% | -81.4% | -40.8% |
| 1Y | -40.4% | +34.7% | -75.1% | -46.0% |
| 3Y | -17.1% | +271.0% | -288.1% | -46.9% |
| 5Y | -25.7% | +180.9% | -206.6% | -50.4% |
| 10Y | +504.6% | +1,235.4% | -730.8% | +135.8% |
| All | +1,988.6% | +2,030.1% | -41.5% | +722.7% |
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 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