+417.4%
WDC vs RVTY
+57.1%
+360.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.3% | +6.2% | +6.0% |
| 7D | +1.7% | +1.1% | +0.6% | +1.4% |
| 30D | -10.0% | +13.2% | -23.2% | -13.4% |
| 3M | -18.8% | +27.2% | -46.0% | -25.2% |
| 6M | +79.0% | +32.4% | +46.6% | +60.0% |
| YTD | +171.6% | +34.9% | +136.7% | +133.7% |
| 1Y | +417.4% | +52.4% | +365.0% | +314.4% |
| All | +417.4% | +57.1% | +360.3% | +314.4% |
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