+512.7%
WPM vs RRC
+6.5%
+506.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.3% | -4.0% | -3.7% |
| 7D | -3.6% | -1.2% | -2.5% | -3.6% |
| 30D | +12.5% | +3.0% | +9.5% | +12.4% |
| 3M | +40.6% | +7.3% | +33.3% | +40.3% |
| 6M | +0.5% | +3.6% | -3.0% | +0.3% |
| YTD | +29.0% | +19.4% | +9.7% | +28.1% |
| 1Y | +43.8% | +21.4% | +22.4% | +42.7% |
| 3Y | +266.3% | +32.8% | +233.5% | +261.8% |
| 5Y | +255.1% | +152.0% | +103.1% | +249.0% |
| All | +512.7% | +6.5% | +506.2% | +683.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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