+113.2%
WDC vs RVTY
+74.0%
+39.2%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -2.5% | -4.3% | -6.2% |
| 7D | -18.3% | -3.6% | -14.7% | -17.7% |
| 30D | -26.7% | +1.4% | -28.0% | -26.7% |
| 3M | -40.9% | +43.2% | -84.1% | -44.9% |
| 6M | -26.8% | +84.5% | -111.2% | -37.1% |
| YTD | +88.2% | +65.2% | +23.0% | +60.0% |
| 1Y | +113.2% | +74.3% | +38.9% | +83.8% |
| All | +113.2% | +74.0% | +39.2% | +83.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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