+3,236.5%
GEN vs WCC
+1,535.5%
+1,700.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +8.1% | -8.1% | -1.7% |
| 7D | -0.3% | -5.7% | +5.4% | +0.5% |
| 30D | +28.2% | -13.5% | +41.6% | +31.3% |
| 3M | +2.6% | -12.9% | +15.5% | +4.5% |
| 6M | +32.7% | -10.7% | +43.4% | +33.0% |
| YTD | +11.3% | +30.0% | -18.7% | +1.6% |
| 1Y | +17.9% | +24.7% | -6.8% | +8.5% |
| 3Y | +66.3% | +136.6% | -70.2% | +27.8% |
| 5Y | +31.7% | +143.9% | -112.2% | -3.3% |
| 10Y | +150.0% | +465.9% | -315.9% | +35.6% |
| All | +3,236.5% | +1,535.5% | +1,700.9% | +926.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling