+53.1%
RGTI vs WEC
+30.7%
+22.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.2% | -0.5% |
| 7D | -0.1% | -1.3% | +1.1% | -0.2% |
| 30D | -16.2% | -0.4% | -15.8% | -16.2% |
| 3M | -22.0% | -6.8% | -15.2% | -22.1% |
| 6M | -10.8% | -6.4% | -4.4% | -10.9% |
| YTD | -31.6% | +2.5% | -34.0% | -31.7% |
| 1Y | -6.4% | -0.4% | -6.0% | -6.6% |
| 3Y | +665.7% | +38.5% | +627.1% | +643.5% |
| 5Y | +55.6% | +31.7% | +24.0% | +55.4% |
| All | +53.1% | +30.7% | +22.5% | +53.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling