+11,028.0%
WDC vs RRC
+1,418.2%
+9,609.8%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.3% | +9.6% | +9.8% |
| 7D | -14.4% | -10.3% | -4.1% | -12.9% |
| 30D | -27.1% | +19.5% | -46.5% | -29.0% |
| 3M | -33.3% | +27.9% | -61.2% | -35.9% |
| 6M | -39.6% | +21.2% | -60.8% | -41.7% |
| YTD | +68.4% | +39.6% | +28.8% | +58.5% |
| 1Y | +78.2% | +31.3% | +46.9% | +68.9% |
| 3Y | +772.0% | +51.9% | +720.1% | +704.5% |
| 5Y | +584.9% | +110.2% | +474.7% | +486.6% |
| 10Y | +653.4% | +56.7% | +596.8% | +489.3% |
| All | +11,028.0% | +1,418.2% | +9,609.8% | +7,961.5% |
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