+1,309.1%
WDC vs RCAT
-98.5%
+1,407.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.5% | +7.5% | +1.1% |
| 7D | +7.5% | -2.3% | +9.8% | +7.5% |
| 30D | +10.1% | -18.7% | +28.8% | +10.3% |
| 3M | -6.8% | -29.3% | +22.5% | -6.5% |
| 6M | +84.1% | -42.3% | +126.5% | +85.0% |
| YTD | +180.3% | +2.5% | +177.7% | +179.6% |
| 1Y | +411.1% | -5.7% | +416.8% | +409.5% |
| 3Y | +1,375.0% | +764.9% | +610.1% | +1,329.5% |
| 5Y | +991.6% | +182.3% | +809.3% | +961.4% |
| 10Y | +1,309.1% | -98.5% | +1,407.6% | +1,099.3% |
| All | +1,309.1% | -98.5% | +1,407.6% | +1,099.3% |
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