+123.8%
STX vs WSM
+44.0%
+79.8%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +6.5% | -14.6% | -9.6% |
| 7D | -20.2% | +8.0% | -28.2% | -21.8% |
| 30D | -37.2% | +13.5% | -50.7% | -39.5% |
| 3M | -34.1% | +8.8% | -42.9% | -36.0% |
| 6M | -24.5% | +54.7% | -79.2% | -38.0% |
| YTD | +102.9% | +53.3% | +49.7% | +60.8% |
| 1Y | +123.8% | +41.1% | +82.7% | +85.1% |
| All | +123.8% | +44.0% | +79.8% | +85.1% |
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