+17,845.4%
WDC vs RRC
+1,202.2%
+16,643.2%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.9% | +6.7% | +6.0% |
| 7D | +1.7% | +1.3% | +0.4% | +1.5% |
| 30D | -10.0% | +10.1% | -20.1% | -11.3% |
| 3M | -18.8% | +4.0% | -22.8% | -19.6% |
| 6M | +79.0% | +1.6% | +77.4% | +77.4% |
| YTD | +171.6% | +19.7% | +151.8% | +162.1% |
| 1Y | +417.4% | +21.4% | +396.0% | +396.8% |
| 3Y | +1,251.8% | +29.7% | +1,222.1% | +1,176.3% |
| 5Y | +911.7% | +153.9% | +757.8% | +744.6% |
| 10Y | +1,399.6% | +10.8% | +1,388.8% | +1,130.8% |
| All | +17,845.4% | +1,202.2% | +16,643.2% | +13,234.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling