+1,228.2%
WDC vs RRC
+6.5%
+1,221.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.3% | -4.8% | -4.5% |
| 7D | +4.4% | -1.2% | +5.6% | +4.6% |
| 30D | +5.3% | +3.0% | +2.3% | +4.5% |
| 3M | -5.9% | +7.3% | -13.2% | -7.9% |
| 6M | +73.2% | +3.6% | +69.7% | +70.3% |
| YTD | +167.8% | +19.4% | +148.5% | +154.7% |
| 1Y | +386.0% | +21.4% | +364.6% | +358.3% |
| 3Y | +1,309.7% | +32.8% | +1,277.0% | +1,190.6% |
| 5Y | +957.1% | +152.0% | +805.1% | +718.4% |
| All | +1,228.2% | +6.5% | +1,221.7% | +767.7% |
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