+9,842.9%
WSM vs DAR
+1,762.6%
+8,080.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +2.9% | +2.2% |
| 7D | -3.3% | +1.4% | -4.6% | -3.4% |
| 30D | -8.4% | +12.8% | -21.2% | -9.5% |
| 3M | +9.7% | +7.4% | +2.3% | +8.6% |
| 6M | +16.7% | +22.3% | -5.6% | +13.9% |
| YTD | +28.7% | +81.1% | -52.4% | +21.0% |
| 1Y | +13.7% | +106.5% | -92.8% | +5.3% |
| 3Y | +230.1% | +5.3% | +224.8% | +222.6% |
| 5Y | +179.0% | -11.5% | +190.5% | +175.9% |
| 10Y | +1,002.5% | +353.3% | +649.2% | +850.7% |
| All | +9,842.9% | +1,762.6% | +8,080.3% | +7,575.1% |
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