+11.1%
SKDD vs WSM
+18.9%
-7.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +28.6% | -4.2% | +32.8% | +31.2% |
| 7D | +60.6% | -0.5% | +61.0% | +56.6% |
| 30D | +76.2% | +7.1% | +69.2% | +60.6% |
| 3M | -4.6% | +4.5% | -9.1% | +1.6% |
| All | +11.1% | +18.9% | -7.8% | -5.7% |
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 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 · Available span rolling