+411.1%
WDC vs RSP
+16.1%
+395.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +2.8% |
| 7D | +7.5% | -1.8% | +9.3% | +10.9% |
| 30D | +10.1% | -2.5% | +12.6% | +14.8% |
| 3M | -6.8% | +3.0% | -9.8% | -13.9% |
| 6M | +84.1% | +8.9% | +75.2% | +51.3% |
| YTD | +180.3% | +13.0% | +167.3% | +119.2% |
| 1Y | +411.1% | +16.2% | +394.8% | +287.8% |
| All | +411.1% | +16.1% | +395.0% | +287.8% |
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