-46.5%
RUN vs WSM
+12.7%
-59.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -1.5% |
| 7D | -3.7% | -0.5% | -3.2% | -3.4% |
| 30D | -13.0% | -7.7% | -5.3% | -8.3% |
| 3M | -31.8% | +3.8% | -35.6% | -33.1% |
| 6M | -32.2% | +22.7% | -54.9% | -40.7% |
| YTD | -53.5% | +28.0% | -81.5% | -58.3% |
| 1Y | -46.5% | +12.7% | -59.3% | -53.5% |
| All | -46.5% | +12.7% | -59.2% | -53.5% |
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