+8.4%
WEC vs RCAT
-54.8%
+63.1%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -8.3% | +8.3% | -0.2% |
| 7D | -0.7% | +15.6% | -16.3% | -0.3% |
| 30D | +11.0% | -24.1% | +35.1% | +10.6% |
| 3M | +8.6% | -61.9% | +70.5% | +7.2% |
| 6M | +6.2% | -64.3% | +70.5% | +4.8% |
| YTD | +14.3% | -50.4% | +64.7% | +12.8% |
| 1Y | +8.4% | -54.0% | +62.4% | +7.0% |
| All | +8.4% | -54.8% | +63.1% | +7.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling