+268.6%
RTX vs WEC
+186.5%
+82.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.1% | +2.1% |
| 7D | -1.7% | +1.4% | -3.1% | -2.3% |
| 30D | +7.7% | +12.8% | -5.1% | +3.1% |
| 3M | -10.3% | +11.2% | -21.6% | -13.8% |
| 6M | +14.6% | +6.6% | +8.0% | +11.7% |
| YTD | +10.4% | +13.8% | -3.4% | +5.0% |
| 1Y | +13.5% | +7.6% | +5.9% | +10.2% |
| 3Y | +158.6% | +62.2% | +96.4% | +114.4% |
| 5Y | +147.3% | +52.0% | +95.3% | +107.8% |
| 10Y | +268.6% | +189.4% | +79.3% | +169.1% |
| All | +268.6% | +186.5% | +82.1% | +169.1% |
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