+113.2%
WDC vs RRC
+44.7%
+68.5%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -3.5% | -3.2% | -7.6% |
| 7D | -18.3% | -6.8% | -11.5% | -19.6% |
| 30D | -26.7% | +34.7% | -61.4% | -18.2% |
| 3M | -40.9% | +31.5% | -72.5% | -34.4% |
| 6M | -26.8% | +21.8% | -48.5% | -18.0% |
| YTD | +88.2% | +48.9% | +39.3% | +115.0% |
| 1Y | +113.2% | +42.1% | +71.1% | +142.3% |
| All | +113.2% | +44.7% | +68.5% | +142.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 1y: compounded portfolio wealth divided by compounded RRC 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…
1y analysis · Full analysis span regression · 6 months rolling