+11,040.8%
WSM vs DAR
+1,499.7%
+9,541.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.3% | +1.4% |
| 7D | 0.0% | +11.6% | -11.6% | -1.0% |
| 30D | +5.1% | -10.2% | +15.3% | +6.0% |
| 3M | +5.1% | -14.8% | +19.9% | +6.4% |
| 6M | +48.6% | -10.1% | +58.7% | +49.3% |
| YTD | +44.2% | +55.5% | -11.3% | +37.3% |
| 1Y | +38.1% | +61.7% | -23.6% | +31.0% |
| 3Y | +257.2% | +37.2% | +220.1% | +240.8% |
| 5Y | +165.1% | -26.9% | +192.0% | +166.6% |
| 10Y | +1,123.6% | +314.4% | +809.1% | +964.0% |
| All | +11,040.8% | +1,499.7% | +9,541.1% | +8,607.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling