+2,367.4%
GEN vs WCN
+8,007.2%
-5,639.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.6% | +1.5% | +1.9% |
| 7D | -0.8% | +0.4% | -1.2% | -0.9% |
| 30D | +31.2% | +25.3% | +5.9% | +23.1% |
| 3M | +6.1% | +15.4% | -9.4% | +1.8% |
| 6M | +38.1% | +27.8% | +10.3% | +28.6% |
| YTD | +14.4% | +10.6% | +3.8% | +10.6% |
| 1Y | +15.1% | +15.8% | -0.7% | +9.8% |
| 3Y | +68.5% | +50.3% | +18.2% | +49.0% |
| 5Y | +35.8% | +46.9% | -11.1% | +20.2% |
| 10Y | +155.4% | +318.8% | -163.4% | +68.6% |
| All | +2,367.4% | +8,007.2% | -5,639.7% | +757.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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