+152.0%
RRC vs WTW
+42.3%
+109.7%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.2% |
| 7D | -1.2% | -7.8% | +6.6% | +1.3% |
| 30D | +3.0% | -7.9% | +10.9% | +5.5% |
| 3M | +7.3% | +19.9% | -12.7% | +0.7% |
| 6M | +3.6% | +9.8% | -6.2% | -0.6% |
| YTD | +19.4% | -3.3% | +22.7% | +19.6% |
| 1Y | +21.4% | -3.3% | +24.7% | +21.3% |
| 3Y | +32.8% | +61.5% | -28.8% | +0.9% |
| 5Y | +152.0% | +42.6% | +109.4% | +101.6% |
| All | +152.0% | +42.3% | +109.7% | +101.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 5y: compounded portfolio wealth divided by compounded WTW 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…
5y analysis · Full analysis span regression · 6 months rolling