+653.4%
WDC vs RSP
+222.0%
+431.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.3% | +7.6% | +6.5% |
| 7D | -14.4% | +0.4% | -14.9% | -14.4% |
| 30D | -27.1% | +3.7% | -30.8% | -30.5% |
| 3M | -33.3% | +0.8% | -34.0% | -33.9% |
| 6M | -39.6% | +9.1% | -48.7% | -46.9% |
| YTD | +68.4% | +16.7% | +51.7% | +35.7% |
| 1Y | +78.2% | +19.7% | +58.5% | +38.7% |
| 3Y | +772.0% | +66.7% | +705.3% | +324.7% |
| 5Y | +584.9% | +48.7% | +536.2% | +303.4% |
| 10Y | +653.4% | +215.6% | +437.9% | +63.3% |
| All | +653.4% | +222.0% | +431.5% | +63.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling