+695.1%
WDC vs RRC
+72.2%
+622.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.3% | +7.0% | +8.1% |
| 7D | -3.2% | -0.5% | -2.8% | -3.0% |
| 30D | -19.0% | +25.2% | -44.2% | -22.7% |
| 3M | -28.4% | +27.8% | -56.3% | -32.2% |
| 6M | -39.2% | +27.2% | -66.4% | -42.8% |
| YTD | +82.1% | +48.2% | +33.9% | +65.1% |
| 1Y | +84.7% | +34.7% | +50.0% | +70.5% |
| 3Y | +825.6% | +62.2% | +763.4% | +713.9% |
| 5Y | +608.2% | +130.9% | +477.3% | +456.6% |
| 10Y | +695.1% | +73.4% | +621.7% | +383.1% |
| All | +695.1% | +72.2% | +622.9% | +383.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling