+10,152.6%
RTX vs WSM
+38,954.9%
-28,802.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.1% |
| 7D | +4.8% | 0.0% | +4.8% | +4.8% |
| 30D | +6.5% | +5.1% | +1.4% | +5.6% |
| 3M | -9.6% | +5.1% | -14.7% | -10.5% |
| 6M | +12.3% | +48.6% | -36.3% | +5.1% |
| YTD | +9.5% | +44.2% | -34.7% | +2.6% |
| 1Y | +15.8% | +38.1% | -22.2% | +9.3% |
| 3Y | +157.0% | +257.2% | -100.2% | +100.5% |
| 5Y | +148.8% | +165.1% | -16.3% | +97.6% |
| 10Y | +264.0% | +1,123.6% | -859.5% | +113.2% |
| All | +10,152.6% | +38,954.9% | -28,802.4% | +3,368.6% |
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 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