+28.9%
UUUU vs WSM
+19.9%
+9.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | -0.4% |
| 7D | -1.4% | -3.3% | +1.9% | +0.5% |
| 30D | +16.3% | -8.4% | +24.7% | +22.5% |
| 3M | -16.7% | +9.7% | -26.3% | -21.2% |
| 6M | -33.7% | +16.7% | -50.3% | -40.2% |
| YTD | -0.5% | +28.7% | -29.2% | -18.5% |
| 1Y | +28.9% | +13.7% | +15.2% | +16.3% |
| All | +28.9% | +19.9% | +9.0% | +16.3% |
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