+417.4%
WDC vs RRC
+23.4%
+394.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.9% | +6.7% | +5.6% |
| 7D | +1.7% | +1.3% | +0.4% | +2.1% |
| 30D | -10.0% | +10.1% | -20.1% | -7.8% |
| 3M | -18.8% | +4.0% | -22.8% | -16.4% |
| 6M | +79.0% | +1.6% | +77.4% | +83.8% |
| YTD | +171.6% | +19.7% | +151.8% | +177.6% |
| 1Y | +417.4% | +21.4% | +396.0% | +427.6% |
| All | +417.4% | +23.4% | +394.0% | +427.6% |
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