+20.6%
GEN vs WCC
+229.6%
-209.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.5% | -5.2% | -3.2% |
| 7D | -0.7% | +8.5% | -9.2% | -2.2% |
| 30D | +2.6% | -1.0% | +3.6% | +2.6% |
| 3M | +15.8% | +2.1% | +13.7% | +14.4% |
| 6M | +33.1% | +36.8% | -3.7% | +22.6% |
| YTD | +11.3% | +47.7% | -36.4% | +0.4% |
| 1Y | +1.7% | +66.5% | -64.9% | -11.1% |
| 3Y | +58.1% | +134.2% | -76.0% | +23.3% |
| 5Y | +20.6% | +231.6% | -211.0% | -17.2% |
| All | +20.6% | +229.6% | -209.0% | -17.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling