+113.2%
WDC vs RSP
+21.9%
+91.3%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +1.9% | -8.6% | -10.0% |
| 7D | -18.3% | +2.7% | -21.0% | -22.4% |
| 30D | -26.7% | +5.8% | -32.5% | -34.4% |
| 3M | -40.9% | +1.8% | -42.7% | -43.0% |
| 6M | -26.8% | +11.6% | -38.4% | -44.1% |
| YTD | +88.2% | +18.0% | +70.2% | +24.6% |
| 1Y | +113.2% | +21.8% | +91.4% | +34.5% |
| All | +113.2% | +21.9% | +91.3% | +34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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