+12.0%
WSM vs DAR
+110.4%
-98.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | 0.0% | -1.7% |
| 7D | +0.4% | +0.9% | -0.5% | +0.5% |
| 30D | -10.7% | +6.4% | -17.1% | -10.6% |
| 3M | +8.5% | +13.2% | -4.8% | +8.5% |
| 6M | +19.6% | +26.2% | -6.5% | +16.2% |
| YTD | +26.6% | +84.4% | -57.8% | +14.7% |
| 1Y | +12.0% | +112.0% | -100.1% | -0.5% |
| All | +12.0% | +110.4% | -98.4% | -0.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling