+66.2%
PWR vs WSM
+19.9%
+46.3%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.1% | -1.4% | +0.1% |
| 7D | +3.6% | -3.3% | +6.9% | +4.5% |
| 30D | -8.6% | -8.4% | -0.2% | -6.4% |
| 3M | -13.2% | +9.7% | -22.8% | -15.8% |
| 6M | +9.9% | +16.7% | -6.8% | +4.6% |
| YTD | +48.0% | +28.7% | +19.4% | +35.3% |
| 1Y | +66.2% | +13.7% | +52.5% | +58.2% |
| All | +66.2% | +19.9% | +46.3% | +58.2% |
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