+1,330.5%
WDC vs RSP
+55.7%
+1,274.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.5% | +6.3% | +6.6% |
| 7D | +1.7% | -0.8% | +2.5% | +2.9% |
| 30D | -10.0% | -0.3% | -9.6% | -9.7% |
| 3M | -18.8% | +4.3% | -23.0% | -24.2% |
| 6M | +79.0% | +8.8% | +70.2% | +56.6% |
| YTD | +171.6% | +15.3% | +156.3% | +119.1% |
| 1Y | +417.4% | +18.3% | +399.1% | +302.2% |
| All | +1,330.5% | +55.7% | +1,274.9% | +745.8% |
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 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