+27.2%
P vs WSM
+14.1%
+13.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.5% | +1.6% |
| 7D | +7.8% | +2.6% | +5.3% | +7.1% |
| 30D | +12.3% | -9.5% | +21.8% | +15.4% |
| 3M | +37.1% | +12.9% | +24.2% | +30.9% |
| 6M | +66.1% | +23.0% | +43.0% | +51.9% |
| YTD | +50.9% | +28.9% | +22.0% | +39.2% |
| 1Y | +27.2% | +13.7% | +13.6% | +21.3% |
| All | +27.2% | +14.1% | +13.1% | +21.3% |
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