-39.3%
WU vs RRC
+73.1%
-112.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.6% | +1.3% |
| 7D | -2.0% | +6.4% | -8.4% | -2.6% |
| 30D | +11.4% | +23.9% | -12.5% | +8.8% |
| 3M | -6.8% | +30.2% | -37.0% | -9.4% |
| 6M | -14.6% | +26.3% | -40.9% | -16.9% |
| YTD | -20.6% | +48.1% | -68.7% | -24.1% |
| 1Y | -15.4% | +37.7% | -53.0% | -18.5% |
| 3Y | -23.6% | +60.3% | -83.9% | -28.4% |
| 5Y | -43.4% | +135.3% | -178.7% | -49.9% |
| All | -39.3% | +73.1% | -112.3% | -50.7% |
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