+3,260.0%
GEN vs WCC
+1,536.7%
+1,723.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | +1.0% | -9.9% | +10.9% | +2.9% |
| 30D | +29.1% | -13.4% | +42.5% | +32.3% |
| 3M | +2.9% | -13.5% | +16.4% | +5.0% |
| 6M | +33.6% | -10.6% | +44.2% | +33.9% |
| YTD | +12.0% | +30.1% | -18.0% | +2.3% |
| 1Y | +16.2% | +22.3% | -6.2% | +7.4% |
| 3Y | +65.1% | +130.3% | -65.2% | +27.6% |
| 5Y | +33.3% | +144.5% | -111.2% | -2.2% |
| 10Y | +149.7% | +431.8% | -282.2% | +37.5% |
| All | +3,260.0% | +1,536.7% | +1,723.2% | +933.8% |
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