+113.2%
WDC vs RVMD
+244.4%
-131.2%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +2.8% | -9.6% | -7.2% |
| 7D | -18.3% | +5.8% | -24.1% | -19.0% |
| 30D | -26.7% | -3.8% | -22.8% | -26.4% |
| 3M | -40.9% | +3.2% | -44.2% | -41.3% |
| 6M | -26.8% | +35.0% | -61.8% | -28.4% |
| YTD | +88.2% | +150.7% | -62.5% | +94.7% |
| 1Y | +113.2% | +241.0% | -127.8% | +69.6% |
| All | +113.2% | +244.4% | -131.2% | +69.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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