+189.7%
WEC vs RRC
+60.0%
+129.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +1.1% |
| 7D | +0.2% | -10.3% | +10.5% | +0.5% |
| 30D | +12.9% | +19.5% | -6.5% | +12.3% |
| 3M | +9.8% | +27.9% | -18.1% | +9.0% |
| 6M | +6.7% | +21.2% | -14.4% | +6.1% |
| YTD | +14.0% | +39.6% | -25.6% | +12.8% |
| 1Y | +7.3% | +31.3% | -23.9% | +6.4% |
| 3Y | +63.8% | +51.9% | +11.8% | +61.4% |
| 5Y | +54.8% | +110.2% | -55.4% | +51.2% |
| All | +189.7% | +60.0% | +129.7% | +151.6% |
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