-51.2%
WU vs RRC
+154.4%
-205.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | -4.9% | -1.7% | -3.2% | -4.8% |
| 30D | -1.3% | +3.6% | -4.9% | -1.7% |
| 3M | -3.6% | +8.8% | -12.4% | -4.6% |
| 6M | -24.3% | +0.8% | -25.1% | -24.6% |
| YTD | -21.1% | +19.0% | -40.1% | -22.9% |
| 1Y | -10.3% | +22.9% | -33.2% | -13.0% |
| 3Y | -28.4% | +32.3% | -60.7% | -32.2% |
| 5Y | -51.2% | +151.6% | -202.8% | -59.2% |
| All | -51.2% | +154.4% | -205.6% | -59.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling