+268.5%
WSM vs DAR
+29.4%
+239.2%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.1% | -4.9% | -0.7% |
| 7D | -3.0% | +3.6% | -6.6% | -3.6% |
| 30D | +10.1% | -11.3% | +21.3% | +12.2% |
| 3M | +4.9% | -13.1% | +18.0% | +6.9% |
| 6M | +49.8% | -15.1% | +64.9% | +53.0% |
| YTD | +48.7% | +50.5% | -1.8% | +29.4% |
| 1Y | +38.7% | +57.9% | -19.2% | +18.9% |
| All | +268.5% | +29.4% | +239.2% | +228.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling