+3,068.6%
WDC vs RBA
+4,097.8%
-1,029.2%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.5% | +8.8% | +8.5% |
| 7D | -3.2% | +0.6% | -3.9% | -3.4% |
| 30D | -19.0% | +9.0% | -28.0% | -21.3% |
| 3M | -28.4% | +7.2% | -35.6% | -30.5% |
| 6M | -39.2% | -7.8% | -31.5% | -38.7% |
| YTD | +82.1% | -6.4% | +88.4% | +82.3% |
| 1Y | +84.7% | -4.2% | +88.8% | +83.8% |
| 3Y | +825.6% | +64.1% | +761.6% | +675.6% |
| 5Y | +608.2% | +48.4% | +559.8% | +496.6% |
| 10Y | +695.1% | +209.9% | +485.2% | +421.4% |
| All | +3,068.6% | +4,097.8% | -1,029.2% | +1,227.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling