+1,245.5%
WDC vs RBA
+182.6%
+1,062.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.0% | +4.1% | +2.9% |
| 7D | +6.0% | -1.1% | +7.0% | +6.4% |
| 30D | +9.9% | -13.2% | +23.2% | +15.5% |
| 3M | -9.4% | -21.4% | +12.0% | -2.2% |
| 6M | +94.7% | -20.9% | +115.6% | +109.3% |
| YTD | +177.4% | -19.9% | +197.2% | +195.3% |
| 1Y | +412.6% | -28.7% | +441.3% | +468.6% |
| 3Y | +1,359.8% | +27.4% | +1,332.4% | +1,178.3% |
| 5Y | +992.6% | +41.7% | +950.8% | +785.5% |
| 10Y | +1,245.5% | +189.6% | +1,055.9% | +648.2% |
| All | +1,245.5% | +182.6% | +1,062.9% | +648.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 10y: compounded portfolio wealth divided by compounded RBA 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…
10y analysis · Full analysis span regression · 6 months rolling