+211.0%
RSP vs WEC
+195.5%
+15.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | +2.4% | +1.5% | +0.9% | +1.8% |
| 30D | +4.3% | +10.2% | -5.9% | +0.6% |
| 3M | -0.3% | +7.6% | -7.9% | -3.1% |
| 6M | +9.8% | +6.6% | +3.2% | +6.9% |
| YTD | +16.8% | +14.4% | +2.4% | +10.6% |
| 1Y | +19.5% | +8.8% | +10.7% | +15.2% |
| 3Y | +65.1% | +63.3% | +1.8% | +35.1% |
| 5Y | +48.7% | +56.0% | -7.3% | +22.7% |
| All | +211.0% | +195.5% | +15.4% | +128.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling