+267.0%
RTX vs WEC
+195.2%
+71.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | +3.4% | -0.7% | +4.1% | +3.6% |
| 30D | +8.4% | +11.0% | -2.6% | +4.4% |
| 3M | -10.7% | +8.6% | -19.3% | -13.4% |
| 6M | +11.7% | +6.2% | +5.6% | +9.1% |
| YTD | +9.3% | +14.3% | -5.0% | +3.9% |
| 1Y | +13.3% | +8.4% | +4.9% | +9.7% |
| 3Y | +156.1% | +62.9% | +93.3% | +112.0% |
| 5Y | +148.5% | +55.8% | +92.7% | +106.9% |
| All | +267.0% | +195.2% | +71.8% | +166.9% |
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