+209.3%
RBA vs WCC
+440.3%
-231.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.3% | -3.8% | -1.2% |
| 7D | +0.6% | +3.3% | -2.7% | -0.3% |
| 30D | +9.0% | -9.4% | +18.4% | +10.6% |
| 3M | +7.2% | -10.5% | +17.7% | +8.6% |
| 6M | -7.8% | -10.4% | +2.6% | -7.2% |
| YTD | -6.4% | +34.4% | -40.8% | -14.9% |
| 1Y | -4.2% | +27.7% | -31.8% | -11.9% |
| 3Y | +64.1% | +137.9% | -73.9% | +24.3% |
| 5Y | +48.4% | +147.0% | -98.6% | +6.2% |
| All | +209.3% | +440.3% | -231.0% | +58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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