+1,309.1%
WDC vs RVTY
+134.6%
+1,174.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.5% | +3.6% | +2.3% |
| 7D | +7.5% | -5.4% | +12.9% | +10.3% |
| 30D | +10.1% | +6.7% | +3.3% | +6.2% |
| 3M | -6.8% | +19.0% | -25.8% | -15.5% |
| 6M | +84.1% | +34.6% | +49.5% | +55.5% |
| YTD | +180.3% | +28.3% | +152.0% | +140.3% |
| 1Y | +411.1% | +46.0% | +365.0% | +308.3% |
| 3Y | +1,375.0% | +16.9% | +1,358.1% | +1,130.8% |
| 5Y | +991.6% | -32.9% | +1,024.5% | +1,162.0% |
| 10Y | +1,309.1% | +141.6% | +1,167.5% | +585.7% |
| All | +1,309.1% | +134.6% | +1,174.5% | +585.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling