+63.8%
WEC vs RVTY
+90.0%
-26.2%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.6% | -2.5% | +0.9% |
| 7D | +0.2% | +6.0% | -5.8% | -0.2% |
| 30D | +12.9% | +4.3% | +8.6% | +12.5% |
| 3M | +9.8% | +40.2% | -30.4% | +6.9% |
| 6M | +6.7% | +59.3% | -52.6% | +2.6% |
| YTD | +14.0% | +66.5% | -52.6% | +8.7% |
| 1Y | +7.3% | +77.5% | -70.1% | +1.5% |
| 3Y | +63.8% | +92.5% | -28.7% | +39.9% |
| All | +63.8% | +90.0% | -26.2% | +39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 3y: compounded portfolio wealth divided by compounded RVTY 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…
3y analysis · Full analysis span regression · 6 months rolling