+1,112.1%
PSX vs WSM
+1,604.9%
-492.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -1.9% | -0.3% |
| 7D | +4.5% | -3.3% | +7.8% | +5.3% |
| 30D | +26.6% | -8.4% | +35.0% | +29.1% |
| 3M | +39.3% | +9.7% | +29.6% | +35.6% |
| 6M | +56.8% | +16.7% | +40.1% | +49.3% |
| YTD | +101.8% | +28.7% | +73.1% | +86.9% |
| 1Y | +99.6% | +13.7% | +86.0% | +90.0% |
| 3Y | +140.3% | +230.1% | -89.7% | +67.6% |
| 5Y | +339.3% | +179.0% | +160.4% | +205.1% |
| 10Y | +369.9% | +1,002.5% | -632.7% | +88.6% |
| All | +1,112.1% | +1,604.9% | -492.9% | +309.7% |
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