+402.8%
RGEN vs WCC
+518.6%
-115.7%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.2% | +3.0% | +0.7% |
| 7D | -2.9% | +1.7% | -4.6% | -3.4% |
| 30D | -0.1% | -6.1% | +6.0% | +1.5% |
| 3M | +25.9% | +3.1% | +22.9% | +23.7% |
| 6M | +35.2% | +28.2% | +7.0% | +23.8% |
| YTD | +0.5% | +41.1% | -40.6% | -10.7% |
| 1Y | +37.0% | +61.3% | -24.3% | +16.8% |
| 3Y | +2.0% | +123.6% | -121.6% | -22.4% |
| 5Y | -44.2% | +214.8% | -259.0% | -61.2% |
| All | +402.8% | +518.6% | -115.7% | +195.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling