+275.2%
RTX vs WEC
+143.0%
+132.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.0% | -1.4% |
| 7D | -3.1% | +0.8% | -3.9% | -3.4% |
| 30D | -10.6% | +0.3% | -10.9% | -10.7% |
| 3M | +11.6% | -2.9% | +14.6% | +12.7% |
| 6M | -4.5% | -5.9% | +1.4% | -2.6% |
| YTD | +9.6% | +4.1% | +5.4% | +7.8% |
| 1Y | +30.8% | +3.1% | +27.7% | +29.0% |
| 3Y | +152.8% | +40.8% | +112.1% | +120.9% |
| 5Y | +167.1% | +31.7% | +135.4% | +136.6% |
| 10Y | +275.2% | +141.1% | +134.1% | +189.1% |
| All | +275.2% | +143.0% | +132.1% | +189.1% |
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