+534.7%
WMT vs RSP
+211.7%
+322.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.8% |
| 7D | -1.2% | +1.8% | -3.0% | -2.0% |
| 30D | +12.4% | +3.5% | +8.9% | +10.6% |
| 3M | +9.0% | +0.2% | +8.8% | +8.9% |
| 6M | -3.0% | +9.1% | -12.1% | -6.8% |
| YTD | +14.0% | +16.6% | -2.6% | +6.1% |
| 1Y | +23.0% | +17.9% | +5.1% | +13.9% |
| 3Y | +135.1% | +64.6% | +70.5% | +86.3% |
| 5Y | +172.7% | +48.4% | +124.3% | +124.3% |
| All | +534.7% | +211.7% | +322.9% | +272.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 10y: compounded portfolio wealth divided by compounded RSP 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…
10y analysis · Full analysis span regression · 6 months rolling