+148.4%
WEC vs RCAT
-98.5%
+246.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.5% | +5.6% | -0.8% |
| 7D | +0.4% | -2.3% | +2.7% | +0.4% |
| 30D | +0.9% | -18.7% | +19.6% | +0.9% |
| 3M | -5.3% | -29.3% | +23.9% | -5.3% |
| 6M | -6.6% | -42.3% | +35.7% | -6.5% |
| YTD | +3.3% | +2.5% | +0.7% | +3.2% |
| 1Y | +2.1% | -5.7% | +7.7% | +2.0% |
| 3Y | +39.6% | +764.9% | -725.3% | +38.7% |
| 5Y | +31.2% | +182.3% | -151.1% | +30.4% |
| 10Y | +148.4% | -98.5% | +246.9% | +146.9% |
| All | +148.4% | -98.5% | +246.9% | +146.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded RCAT 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling