+15,818.7%
TT vs WSM
+34,755.7%
-18,937.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.2% | +0.4% |
| 7D | 0.0% | -3.3% | +3.3% | +0.7% |
| 30D | -7.2% | -8.4% | +1.2% | -5.4% |
| 3M | -3.0% | +9.7% | -12.6% | -5.0% |
| 6M | +1.4% | +16.7% | -15.3% | -2.2% |
| YTD | +15.9% | +28.7% | -12.8% | +9.3% |
| 1Y | +9.4% | +13.7% | -4.2% | +5.7% |
| 3Y | +124.4% | +230.1% | -105.7% | +66.1% |
| 5Y | +138.0% | +179.0% | -40.9% | +77.4% |
| 10Y | +886.4% | +1,002.5% | -116.1% | +410.5% |
| All | +15,818.7% | +34,755.7% | -18,937.0% | +3,954.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling