+42.1%
WWD vs WSM
+19.9%
+22.2%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.1% | -1.0% | 0.0% |
| 7D | +1.3% | -3.3% | +4.6% | +2.9% |
| 30D | -7.2% | -8.4% | +1.2% | -3.2% |
| 3M | -3.8% | +9.7% | -13.5% | -9.0% |
| 6M | -9.9% | +16.7% | -26.6% | -17.9% |
| YTD | +14.8% | +28.7% | -13.9% | -0.5% |
| 1Y | +42.1% | +13.7% | +28.4% | +26.6% |
| All | +42.1% | +19.9% | +22.2% | +26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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