+1,043.3%
WSM vs DAR
+366.1%
+677.3%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.9% | +3.0% | +1.8% |
| 7D | -0.5% | -0.1% | -0.4% | -0.5% |
| 30D | -7.7% | +2.6% | -10.4% | -9.0% |
| 3M | +3.8% | +14.2% | -10.5% | -2.2% |
| 6M | +22.7% | +17.2% | +5.5% | +13.6% |
| YTD | +28.0% | +80.9% | -52.9% | +0.5% |
| 1Y | +12.7% | +104.0% | -91.3% | -16.4% |
| 3Y | +231.3% | +3.6% | +227.6% | +205.5% |
| 5Y | +177.2% | -7.8% | +185.0% | +157.9% |
| All | +1,043.3% | +366.1% | +677.3% | +363.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling