+437.9%
WWD vs RRC
+73.1%
+364.8%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.7% |
| 7D | +4.0% | +6.4% | -2.4% | +3.0% |
| 30D | +0.4% | +23.9% | -23.5% | -3.1% |
| 3M | -7.9% | +30.2% | -38.1% | -11.9% |
| 6M | -10.6% | +26.3% | -36.9% | -14.4% |
| YTD | +9.4% | +48.1% | -38.7% | +1.6% |
| 1Y | +25.7% | +37.7% | -11.9% | +18.0% |
| 3Y | +148.5% | +60.3% | +88.3% | +125.2% |
| 5Y | +189.5% | +135.3% | +54.2% | +138.9% |
| All | +437.9% | +73.1% | +364.8% | +281.7% |
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