+67.2%
SU vs WSM
+12.7%
+54.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.3% | +0.1% |
| 7D | +2.2% | -0.5% | +2.8% | +2.1% |
| 30D | +8.4% | -7.7% | +16.2% | +6.9% |
| 3M | +12.1% | +3.8% | +8.3% | +13.0% |
| 6M | +19.7% | +22.7% | -3.0% | +23.5% |
| YTD | +58.4% | +28.0% | +30.4% | +61.7% |
| 1Y | +67.2% | +12.7% | +54.5% | +72.4% |
| All | +67.2% | +12.7% | +54.5% | +72.4% |
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