+2,117.8%
RBA vs WCC
+1,713.7%
+404.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.9% | -3.5% | -0.3% |
| 7D | -2.9% | +4.5% | -7.4% | -3.6% |
| 30D | -12.3% | -5.8% | -6.5% | -11.6% |
| 3M | -20.5% | -3.7% | -16.9% | -20.5% |
| 6M | -18.5% | +23.1% | -41.6% | -22.1% |
| YTD | -18.2% | +44.2% | -62.4% | -24.0% |
| 1Y | -27.5% | +62.1% | -89.6% | -34.2% |
| 3Y | +38.1% | +121.1% | -83.0% | +15.8% |
| 5Y | +44.8% | +214.0% | -169.2% | +11.7% |
| 10Y | +187.1% | +472.8% | -285.7% | +88.0% |
| All | +2,117.8% | +1,713.7% | +404.0% | +1,198.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling