+88.7%
RIG vs WEC
+1.8%
+87.0%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.1% | -2.7% |
| 7D | +0.9% | -0.3% | +1.1% | +0.9% |
| 30D | +13.8% | -1.3% | +15.1% | +14.0% |
| 3M | -6.4% | -3.9% | -2.5% | -5.3% |
| 6M | -8.2% | -8.3% | +0.1% | -4.8% |
| YTD | +41.6% | +3.1% | +38.6% | +43.5% |
| 1Y | +88.7% | +1.9% | +86.8% | +87.2% |
| All | +88.7% | +1.8% | +87.0% | +87.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling