+96.9%
PSX vs WSM
+44.0%
+52.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +6.5% | -11.0% | -3.1% |
| 7D | -5.2% | +8.0% | -13.2% | -3.5% |
| 30D | -3.7% | +13.5% | -17.2% | -1.0% |
| 3M | +26.8% | +8.8% | +17.9% | +29.5% |
| 6M | +47.3% | +54.7% | -7.4% | +60.0% |
| YTD | +105.4% | +53.3% | +52.1% | +118.7% |
| 1Y | +96.9% | +41.1% | +55.8% | +111.1% |
| All | +96.9% | +44.0% | +52.9% | +111.1% |
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