+550.8%
WPM vs RCAT
-98.5%
+649.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.5% | +7.6% | +1.1% |
| 7D | +3.9% | -2.3% | +6.2% | +3.9% |
| 30D | +17.7% | -18.7% | +36.4% | +17.8% |
| 3M | +39.4% | -29.3% | +68.7% | +39.6% |
| 6M | +6.4% | -42.3% | +48.7% | +6.6% |
| YTD | +34.0% | +2.5% | +31.5% | +33.9% |
| 1Y | +50.5% | -5.7% | +56.2% | +50.4% |
| 3Y | +280.3% | +764.9% | -484.6% | +276.6% |
| 5Y | +266.3% | +182.3% | +84.0% | +263.1% |
| 10Y | +550.8% | -98.5% | +649.3% | +562.0% |
| All | +550.8% | -98.5% | +649.3% | +562.0% |
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