+153.2%
GEN vs WCC
+506.2%
-352.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | 0.0% |
| 7D | -2.9% | +6.8% | -9.7% | -3.9% |
| 30D | +2.1% | -3.0% | +5.1% | +2.4% |
| 3M | +19.7% | +0.2% | +19.5% | +18.9% |
| 6M | +33.3% | +33.2% | +0.1% | +25.3% |
| YTD | +11.1% | +45.8% | -34.7% | +2.6% |
| 1Y | +3.0% | +68.4% | -65.4% | -7.6% |
| 3Y | +57.9% | +131.1% | -73.2% | +31.0% |
| 5Y | +20.6% | +225.6% | -205.0% | -6.9% |
| 10Y | +153.2% | +534.2% | -380.9% | +71.5% |
| All | +153.2% | +506.2% | -352.9% | +71.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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