+26,336.4%
WM vs RRX
+3,904.5%
+22,431.9%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.3% |
| 7D | -0.3% | +3.4% | -3.8% | -0.9% |
| 30D | -2.4% | -11.1% | +8.8% | -0.3% |
| 3M | +0.4% | -23.7% | +24.2% | +4.3% |
| 6M | -9.5% | -22.0% | +12.5% | -7.4% |
| YTD | +0.5% | +16.5% | -16.0% | -5.5% |
| 1Y | -1.1% | +11.5% | -12.6% | -6.7% |
| 3Y | +46.0% | +1.5% | +44.5% | +34.6% |
| 5Y | +51.8% | +18.3% | +33.6% | +31.9% |
| 10Y | +307.5% | +209.8% | +97.7% | +176.7% |
| All | +26,336.4% | +3,904.5% | +22,431.9% | +14,718.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded RRX 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling