+88.5%
WDC vs RRC
+36.3%
+52.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.7% | -5.7% | -4.9% |
| 7D | +12.1% | +6.4% | +5.7% | +13.2% |
| 30D | -18.8% | +23.9% | -42.7% | -12.4% |
| 3M | -39.3% | +30.2% | -69.5% | -32.8% |
| 6M | -40.1% | +26.3% | -66.4% | -32.6% |
| YTD | +71.8% | +48.1% | +23.7% | +96.1% |
| 1Y | +88.5% | +37.7% | +50.8% | +116.3% |
| All | +88.5% | +36.3% | +52.2% | +116.3% |
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