+1,788.9%
RCL vs WTW
+1,139.1%
+649.8%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.5% | +1.3% |
| 7D | -0.5% | -2.7% | +2.3% | +1.0% |
| 30D | -17.3% | -5.6% | -11.7% | -14.8% |
| 3M | -2.8% | +26.5% | -29.3% | -15.6% |
| 6M | -4.4% | +8.1% | -12.5% | -10.6% |
| YTD | -4.2% | -0.3% | -3.9% | -7.2% |
| 1Y | -23.4% | -0.9% | -22.5% | -25.6% |
| 3Y | +179.4% | +66.6% | +112.8% | +95.2% |
| 5Y | +238.8% | +54.0% | +184.8% | +148.2% |
| 10Y | +350.2% | +198.1% | +152.0% | +130.6% |
| All | +1,788.9% | +1,139.1% | +649.8% | +1,084.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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