+176.4%
WSM vs DAR
-8.0%
+184.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.3% |
| 7D | +2.6% | -0.2% | +2.8% | +2.6% |
| 30D | -9.3% | +7.4% | -16.7% | -11.5% |
| 3M | +7.1% | +15.7% | -8.6% | +1.4% |
| 6M | +21.7% | +30.0% | -8.3% | +10.0% |
| YTD | +28.7% | +87.5% | -58.8% | +2.7% |
| 1Y | +13.9% | +113.4% | -99.5% | -13.9% |
| 3Y | +232.2% | +15.3% | +216.9% | +202.2% |
| 5Y | +176.4% | -4.3% | +180.7% | +152.8% |
| All | +176.4% | -8.0% | +184.4% | +152.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling