+928.6%
WDC vs RCAT
+183.7%
+744.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.0% | +7.9% | +6.0% |
| 7D | +1.7% | -1.4% | +3.2% | +1.8% |
| 30D | -10.0% | -3.3% | -6.6% | -9.9% |
| 3M | -18.8% | -43.2% | +24.5% | -15.7% |
| 6M | +79.0% | -43.2% | +122.2% | +83.9% |
| YTD | +171.6% | +5.5% | +166.0% | +167.8% |
| 1Y | +417.4% | -1.6% | +419.0% | +406.3% |
| 3Y | +1,251.8% | +773.7% | +478.1% | +1,038.1% |
| All | +928.6% | +183.7% | +744.9% | +784.5% |
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