+71.3%
RMD vs WCC
+138.4%
-67.1%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.3% | -1.4% | +1.6% |
| 7D | -0.8% | +3.3% | -4.1% | -1.2% |
| 30D | +1.7% | -9.4% | +11.1% | +2.5% |
| 3M | +6.4% | -10.5% | +16.9% | +7.1% |
| 6M | +20.7% | -10.4% | +31.1% | +21.3% |
| YTD | -0.2% | +34.4% | -34.6% | -6.5% |
| 1Y | -4.5% | +27.7% | -32.2% | -9.9% |
| All | +71.3% | +138.4% | -67.1% | +39.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling