+528.7%
WDC vs RCAT
+46.9%
+481.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +18.6% | -20.1% | -3.1% |
| 7D | -28.0% | -12.7% | -15.2% | -27.1% |
| 30D | -34.9% | -34.3% | -0.6% | -32.6% |
| 3M | -41.6% | -53.4% | +11.8% | -37.9% |
| 6M | -45.4% | -62.0% | +16.6% | -41.4% |
| YTD | +53.3% | -49.1% | +102.3% | +60.4% |
| 1Y | +61.5% | -53.1% | +114.7% | +69.2% |
| 3Y | +712.3% | +318.7% | +393.7% | +621.1% |
| All | +528.7% | +46.9% | +481.8% | +482.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling