+342.7%
RMD vs WCC
+453.1%
-110.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.3% | -1.4% | +1.3% |
| 7D | -0.8% | +3.3% | -4.1% | -1.5% |
| 30D | +1.7% | -9.4% | +11.1% | +2.9% |
| 3M | +6.4% | -10.5% | +16.9% | +7.5% |
| 6M | +20.7% | -10.4% | +31.1% | +21.1% |
| YTD | -0.2% | +34.4% | -34.6% | -8.0% |
| 1Y | -4.5% | +27.7% | -32.2% | -11.2% |
| 3Y | +70.5% | +137.9% | -67.4% | +34.8% |
| 5Y | -1.6% | +147.0% | -148.6% | -25.4% |
| 10Y | +342.7% | +442.5% | -99.8% | +186.4% |
| All | +342.7% | +453.1% | -110.5% | +186.4% |
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