+757.8%
WPM vs RCAT
-99.7%
+857.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.9% | -2.7% | -0.8% |
| 7D | +3.1% | +7.2% | -4.1% | +3.0% |
| 30D | -1.8% | -20.4% | +18.6% | -1.7% |
| 3M | +1.0% | -59.8% | +60.8% | +1.5% |
| 6M | -5.4% | -61.9% | +56.4% | -5.0% |
| YTD | +15.9% | -45.9% | +61.8% | +16.2% |
| 1Y | +30.8% | -50.5% | +81.3% | +31.2% |
| 3Y | +222.6% | +387.5% | -164.9% | +219.3% |
| 5Y | +227.4% | +70.9% | +156.5% | +224.5% |
| 10Y | +757.8% | -99.7% | +857.5% | +706.9% |
| All | +757.8% | -99.7% | +857.5% | +706.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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