+32.1%
SOLS vs WSM
+23.4%
+8.7%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.1% | +1.8% | +3.1% |
| 7D | +0.3% | -3.3% | +3.6% | +1.5% |
| 30D | +2.1% | -8.4% | +10.5% | +5.4% |
| 3M | -24.1% | +9.7% | -33.8% | -27.6% |
| 6M | -15.0% | +16.7% | -31.6% | -21.2% |
| YTD | +31.6% | +28.7% | +2.9% | +8.4% |
| All | +32.1% | +23.4% | +8.7% | +20.1% |
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