+66.7%
SNXX vs WSM
+31.3%
+35.4%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | +6.5% | -22.2% | -21.3% |
| 7D | -47.8% | +8.0% | -55.8% | -52.0% |
| 30D | -66.0% | +13.5% | -79.5% | -70.9% |
| 3M | -57.5% | +8.8% | -66.3% | -62.3% |
| 6M | -66.7% | +54.7% | -121.4% | -82.3% |
| All | +66.7% | +31.3% | +35.4% | +6.2% |
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