-20.4%
RMD vs WCC
+66.8%
-87.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | -0.5% |
| 7D | -4.7% | +6.8% | -11.5% | -5.0% |
| 30D | +0.2% | -3.0% | +3.3% | +0.3% |
| 3M | +12.0% | +0.2% | +11.8% | +12.5% |
| 6M | -12.5% | +33.2% | -45.7% | -16.4% |
| YTD | -7.9% | +45.8% | -53.8% | -13.1% |
| 1Y | -20.4% | +68.4% | -88.8% | -25.6% |
| All | -20.4% | +66.8% | -87.2% | -25.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling