+770.0%
WDC vs RSP
+65.5%
+704.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.2% | -5.2% | -5.3% |
| 7D | +12.1% | +2.4% | +9.7% | +8.2% |
| 30D | -18.8% | +4.3% | -23.1% | -23.5% |
| 3M | -39.3% | -0.3% | -39.0% | -38.8% |
| 6M | -40.1% | +9.8% | -50.0% | -48.6% |
| YTD | +71.8% | +16.8% | +55.0% | +35.2% |
| 1Y | +88.5% | +19.5% | +69.0% | +43.7% |
| 3Y | +770.0% | +65.1% | +704.8% | +362.1% |
| All | +770.0% | +65.5% | +704.5% | +362.1% |
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