+15,588.9%
WWD vs WSM
+14,006.0%
+1,582.9%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.1% | -1.0% | +0.6% |
| 7D | +1.3% | -3.3% | +4.6% | +2.0% |
| 30D | -7.2% | -8.4% | +1.2% | -5.3% |
| 3M | -3.8% | +9.7% | -13.5% | -5.9% |
| 6M | -9.9% | +16.7% | -26.6% | -13.1% |
| YTD | +14.8% | +28.7% | -13.9% | +8.2% |
| 1Y | +42.1% | +13.7% | +28.4% | +37.5% |
| 3Y | +170.8% | +230.1% | -59.3% | +98.6% |
| 5Y | +197.5% | +179.0% | +18.6% | +118.7% |
| 10Y | +477.8% | +1,002.5% | -524.7% | +194.8% |
| All | +15,588.9% | +14,006.0% | +1,582.9% | +5,602.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling