+1,034.3%
RRC vs WTW
+1,139.1%
-104.8%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.5% | +0.9% |
| 7D | -1.2% | -2.7% | +1.5% | -0.1% |
| 30D | +9.4% | -5.6% | +15.1% | +12.0% |
| 3M | +7.4% | +26.5% | -19.1% | -3.4% |
| 6M | +1.5% | +8.1% | -6.7% | -3.3% |
| YTD | +19.4% | -0.3% | +19.7% | +17.0% |
| 1Y | +24.2% | -0.9% | +25.1% | +21.7% |
| 3Y | +32.8% | +66.6% | -33.8% | +1.2% |
| 5Y | +152.9% | +54.0% | +98.9% | +98.2% |
| 10Y | +3.9% | +198.1% | -194.3% | -41.0% |
| All | +1,034.3% | +1,139.1% | -104.8% | +307.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling