+56.8%
RGTI vs WEC
+30.6%
+26.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +0.5% | -0.6% | +1.0% | +0.5% |
| 30D | -17.1% | -2.6% | -14.5% | -17.1% |
| 3M | -26.0% | -6.0% | -19.9% | -26.1% |
| 6M | -9.9% | -5.4% | -4.4% | -10.0% |
| YTD | -31.1% | +2.5% | -33.5% | -31.3% |
| 1Y | -8.5% | -0.7% | -7.8% | -8.7% |
| 3Y | +652.2% | +38.7% | +613.5% | +628.4% |
| All | +56.8% | +30.6% | +26.2% | +60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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