+451.4%
WST vs RRC
+63.1%
+388.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.3% | +3.1% | +3.3% |
| 7D | +1.3% | -10.3% | +11.6% | +2.0% |
| 30D | +12.9% | +19.5% | -6.6% | +11.5% |
| 3M | +16.7% | +27.9% | -11.2% | +14.7% |
| 6M | +26.8% | +21.2% | +5.7% | +25.0% |
| YTD | +50.5% | +39.6% | +10.9% | +46.7% |
| 1Y | +52.9% | +31.3% | +21.6% | +49.6% |
| 3Y | +23.9% | +51.9% | -28.0% | +19.5% |
| 5Y | +1.0% | +110.2% | -109.1% | -4.9% |
| 10Y | +451.4% | +56.7% | +394.7% | +410.3% |
| All | +451.4% | +63.1% | +388.3% | +410.3% |
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