-45.7%
RDDT vs WSM
+44.0%
-89.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +6.5% | -0.5% | +2.9% |
| 7D | -24.4% | +8.0% | -32.4% | -26.6% |
| 30D | -32.3% | +13.5% | -45.8% | -35.6% |
| 3M | -36.3% | +8.8% | -45.2% | -38.4% |
| 6M | -39.7% | +54.7% | -94.4% | -49.2% |
| YTD | -55.7% | +53.3% | -109.0% | -64.8% |
| 1Y | -45.7% | +41.1% | -86.8% | -53.3% |
| All | -45.7% | +44.0% | -89.7% | -53.3% |
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