+495.3%
WWD vs RRC
+4.5%
+490.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | +0.6% | -1.7% | +2.4% | +0.9% |
| 30D | -5.1% | +3.6% | -8.7% | -5.6% |
| 3M | -11.2% | +8.8% | -20.1% | -12.6% |
| 6M | -12.0% | +0.8% | -12.8% | -12.8% |
| YTD | +12.0% | +19.0% | -7.0% | +7.9% |
| 1Y | +42.8% | +22.9% | +19.9% | +36.5% |
| 3Y | +168.9% | +32.3% | +136.6% | +151.3% |
| 5Y | +192.2% | +151.6% | +40.6% | +138.1% |
| 10Y | +495.3% | +5.5% | +489.8% | +361.7% |
| All | +495.3% | +4.5% | +490.7% | +361.7% |
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