+84.7%
WDC vs RRC
+38.2%
+46.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.3% | +7.0% | +8.5% |
| 7D | -3.2% | -0.5% | -2.8% | -3.5% |
| 30D | -19.0% | +25.2% | -44.2% | -12.5% |
| 3M | -28.4% | +27.8% | -56.3% | -21.4% |
| 6M | -39.2% | +27.2% | -66.4% | -31.7% |
| YTD | +82.1% | +48.2% | +33.9% | +105.4% |
| 1Y | +84.7% | +34.7% | +50.0% | +112.1% |
| All | +84.7% | +38.2% | +46.5% | +112.1% |
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 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