-57.8%
UUUU vs WSM
+44.0%
-101.8%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.5% | -7.3% | -3.9% |
| 7D | -14.4% | +8.0% | -22.4% | -17.8% |
| 30D | -33.6% | +13.5% | -47.1% | -38.0% |
| 3M | -44.2% | +8.8% | -53.0% | -46.6% |
| 6M | -66.8% | +54.7% | -121.5% | -73.6% |
| YTD | -50.6% | +53.3% | -103.9% | -62.3% |
| 1Y | -57.8% | +41.1% | -98.9% | -67.3% |
| All | -57.8% | +44.0% | -101.8% | -67.3% |
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