+772.0%
WDC vs RSP
+64.6%
+707.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.3% | +7.6% | +6.1% |
| 7D | -14.4% | +0.4% | -14.9% | -14.4% |
| 30D | -27.1% | +3.7% | -30.8% | -30.7% |
| 3M | -33.3% | +0.8% | -34.0% | -33.9% |
| 6M | -39.6% | +9.1% | -48.7% | -47.6% |
| YTD | +68.4% | +16.7% | +51.7% | +32.7% |
| 1Y | +78.2% | +19.7% | +58.5% | +35.6% |
| 3Y | +772.0% | +66.7% | +705.3% | +360.6% |
| All | +772.0% | +64.6% | +707.4% | +360.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling