+660.4%
WDC vs RCAT
-99.6%
+760.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.4% | +6.2% | -0.1% |
| 7D | -16.7% | -5.6% | -11.1% | -16.7% |
| 30D | -27.2% | -27.0% | -0.2% | -26.9% |
| 3M | -34.0% | -57.9% | +23.9% | -33.3% |
| 6M | -39.7% | -59.4% | +19.7% | -39.1% |
| YTD | +68.1% | -46.9% | +115.0% | +69.0% |
| 1Y | +66.3% | -54.0% | +120.3% | +67.4% |
| 3Y | +754.4% | +378.4% | +376.0% | +735.7% |
| 5Y | +595.8% | +61.9% | +533.9% | +583.1% |
| 10Y | +660.4% | -99.6% | +760.0% | +605.9% |
| All | +660.4% | -99.6% | +760.0% | +605.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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