+2,085.5%
WEC vs RCAT
-100.0%
+2,185.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +18.6% | -20.7% | -2.1% |
| 7D | -0.2% | -12.7% | +12.6% | -0.2% |
| 30D | +12.3% | -34.3% | +46.6% | +12.3% |
| 3M | +8.3% | -53.4% | +61.7% | +8.2% |
| 6M | +3.5% | -62.0% | +65.4% | +3.4% |
| YTD | +12.7% | -49.1% | +61.8% | +12.7% |
| 1Y | +8.2% | -53.1% | +61.3% | +8.2% |
| 3Y | +55.9% | +318.7% | -262.8% | +55.9% |
| 5Y | +51.2% | +48.5% | +2.7% | +51.3% |
| 10Y | +177.6% | -99.6% | +277.2% | +180.4% |
| All | +2,085.5% | -100.0% | +2,185.5% | +2,233.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling