+193.2%
WEC vs RRC
+72.2%
+121.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +0.4% |
| 7D | -0.5% | -0.5% | -0.1% | -0.5% |
| 30D | +12.0% | +25.2% | -13.2% | +11.3% |
| 3M | +11.1% | +27.8% | -16.7% | +10.3% |
| 6M | +6.0% | +27.2% | -21.2% | +5.2% |
| YTD | +14.3% | +48.2% | -33.9% | +13.0% |
| 1Y | +8.0% | +34.7% | -26.7% | +7.0% |
| 3Y | +62.8% | +62.2% | +0.6% | +60.2% |
| 5Y | +55.3% | +130.9% | -75.6% | +51.5% |
| 10Y | +193.2% | +73.4% | +119.7% | +157.0% |
| All | +193.2% | +72.2% | +121.0% | +157.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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