+371.1%
PSX vs WSM
+175.8%
+195.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.8% | +0.7% |
| 7D | +1.8% | +2.6% | -0.8% | +1.4% |
| 30D | +21.6% | -9.3% | +30.9% | +23.4% |
| 3M | +46.5% | +7.1% | +39.4% | +44.5% |
| 6M | +62.0% | +21.7% | +40.3% | +55.8% |
| YTD | +106.3% | +28.7% | +77.6% | +95.8% |
| 1Y | +103.0% | +13.9% | +89.1% | +96.5% |
| 3Y | +135.5% | +232.2% | -96.6% | +88.5% |
| All | +371.1% | +175.8% | +195.3% | +285.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling