+204.4%
RSP vs WEC
+143.0%
+61.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -1.4% |
| 7D | -0.4% | +0.8% | -1.2% | -0.7% |
| 30D | -1.5% | +0.3% | -1.9% | -1.7% |
| 3M | +4.8% | -2.9% | +7.7% | +5.7% |
| 6M | +10.3% | -5.9% | +16.2% | +12.4% |
| YTD | +14.1% | +4.1% | +9.9% | +11.8% |
| 1Y | +17.0% | +3.1% | +13.9% | +15.0% |
| 3Y | +54.2% | +40.8% | +13.4% | +33.4% |
| 5Y | +51.5% | +31.7% | +19.8% | +33.3% |
| 10Y | +204.4% | +141.1% | +63.3% | +133.9% |
| All | +204.4% | +143.0% | +61.4% | +133.9% |
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