+152.6%
XRT vs WEC
+178.6%
-26.1%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.1% | +2.6% | +3.4% |
| 7D | +2.5% | +0.2% | +2.3% | +2.5% |
| 30D | +10.3% | +12.9% | -2.6% | +7.0% |
| 3M | +2.4% | +9.8% | -7.4% | -0.1% |
| 6M | +10.0% | +6.7% | +3.2% | +8.0% |
| YTD | +9.5% | +14.0% | -4.4% | +5.7% |
| 1Y | +17.2% | +7.3% | +9.8% | +14.7% |
| 3Y | +62.0% | +63.8% | -1.8% | +41.0% |
| 5Y | -2.1% | +54.8% | -56.9% | -14.2% |
| 10Y | +152.6% | +185.7% | -33.2% | +124.8% |
| All | +152.6% | +178.6% | -26.1% | +124.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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