-59.0%
SKUU vs WSM
+24.2%
-83.1%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +6.5% | -16.8% | -3.4% |
| 7D | -25.6% | +8.0% | -33.6% | -18.2% |
| 30D | -49.6% | +13.5% | -63.1% | -41.4% |
| 3M | -26.8% | +8.8% | -35.7% | -29.8% |
| All | -59.0% | +24.2% | -83.1% | -48.0% |
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