+3,331.6%
GEN vs WCC
+1,713.7%
+1,617.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.9% | -6.0% | -3.0% |
| 7D | -1.2% | +4.5% | -5.7% | -2.1% |
| 30D | +10.1% | -5.8% | +15.9% | +11.3% |
| 3M | +16.1% | -3.7% | +19.7% | +15.9% |
| 6M | +38.9% | +23.1% | +15.8% | +30.1% |
| YTD | +14.4% | +44.2% | -29.7% | +3.2% |
| 1Y | +5.9% | +62.1% | -56.2% | -7.5% |
| 3Y | +58.8% | +121.1% | -62.3% | +24.9% |
| 5Y | +24.7% | +214.0% | -189.3% | -12.8% |
| 10Y | +163.1% | +472.8% | -309.7% | +43.6% |
| All | +3,331.6% | +1,713.7% | +1,617.9% | +942.5% |
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 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