+29.3%
RRX vs WSM
+44.0%
-14.7%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +6.5% | -10.1% | -7.1% |
| 7D | +7.6% | +8.0% | -0.4% | +2.7% |
| 30D | +7.5% | +13.5% | -6.0% | -1.0% |
| 3M | -21.0% | +8.8% | -29.9% | -25.4% |
| 6M | -18.1% | +54.7% | -72.8% | -40.3% |
| YTD | +24.3% | +53.3% | -29.0% | -8.8% |
| 1Y | +29.3% | +41.1% | -11.8% | -1.7% |
| All | +29.3% | +44.0% | -14.7% | -1.7% |
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