+6,099.3%
RMD vs WCC
+1,713.7%
+4,385.6%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.9% | -4.2% | -1.0% |
| 7D | -5.0% | +4.5% | -9.5% | -5.7% |
| 30D | +2.2% | -5.8% | +8.0% | +3.1% |
| 3M | +17.8% | -3.7% | +21.5% | +17.8% |
| 6M | -11.3% | +23.1% | -34.4% | -15.4% |
| YTD | -4.4% | +44.2% | -48.6% | -11.4% |
| 1Y | -15.7% | +62.1% | -77.8% | -23.7% |
| 3Y | +47.7% | +121.1% | -73.4% | +23.1% |
| 5Y | -19.2% | +214.0% | -233.2% | -38.0% |
| 10Y | +280.4% | +472.8% | -192.4% | +145.3% |
| All | +6,099.3% | +1,713.7% | +4,385.6% | +2,966.3% |
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