+682.0%
WDC vs RCAT
-99.8%
+781.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -8.3% | +7.6% | -0.6% |
| 7D | +16.3% | +15.6% | +0.7% | +16.0% |
| 30D | -18.3% | -24.1% | +5.9% | -18.0% |
| 3M | -31.4% | -61.9% | +30.4% | -30.7% |
| 6M | -36.3% | -64.3% | +28.0% | -35.6% |
| YTD | +80.8% | -50.4% | +131.2% | +82.0% |
| 1Y | +87.7% | -54.0% | +141.7% | +89.0% |
| 3Y | +819.4% | +347.2% | +472.3% | +800.8% |
| 5Y | +583.2% | +45.7% | +537.5% | +571.9% |
| All | +682.0% | -99.8% | +781.8% | +644.0% |
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