+0.5%
RGTI vs WSM
+19.9%
-19.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | -1.6% |
| 7D | -2.5% | -3.3% | +0.8% | +0.1% |
| 30D | -9.4% | -8.4% | -1.0% | -2.8% |
| 3M | -37.1% | +9.7% | -46.7% | -42.5% |
| 6M | -14.4% | +16.7% | -31.1% | -27.4% |
| YTD | -31.4% | +28.7% | -60.1% | -44.9% |
| 1Y | +0.5% | +13.7% | -13.1% | -13.0% |
| All | +0.5% | +19.9% | -19.3% | -13.0% |
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