-17.9%
PYPL vs WSM
+12.3%
-30.2%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.7% | +3.8% | +2.5% |
| 7D | -5.9% | +0.4% | -6.4% | -6.1% |
| 30D | -9.4% | -10.7% | +1.3% | -7.3% |
| 3M | +31.3% | +8.5% | +22.8% | +29.3% |
| 6M | +19.1% | +19.6% | -0.5% | +15.0% |
| YTD | -7.9% | +26.6% | -34.5% | -14.0% |
| 1Y | -17.9% | +12.0% | -29.8% | -23.9% |
| All | -17.9% | +12.3% | -30.2% | -23.9% |
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