+6,403.5%
RMD vs WCC
+1,591.1%
+4,812.4%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +0.1% | +14.2% | -14.1% | -2.1% |
| 30D | +1.9% | -9.8% | +11.8% | +3.2% |
| 3M | +6.3% | -10.1% | +16.4% | +7.3% |
| 6M | +18.2% | -9.4% | +27.6% | +18.4% |
| YTD | +0.3% | +34.4% | -34.1% | -6.6% |
| 1Y | -4.3% | +23.3% | -27.5% | -9.6% |
| 3Y | +71.3% | +137.9% | -66.7% | +40.2% |
| 5Y | -1.8% | +144.0% | -145.7% | -21.9% |
| 10Y | +344.6% | +442.5% | -97.9% | +187.7% |
| All | +6,403.5% | +1,591.1% | +4,812.4% | +3,130.9% |
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