-35.8%
RGEN vs WCC
+139.9%
-175.7%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.4% | +1.4% |
| 7D | -3.3% | +9.9% | -13.2% | -7.0% |
| 30D | -5.8% | -8.4% | +2.6% | -3.1% |
| 3M | +0.2% | -10.3% | +10.5% | +3.2% |
| 6M | +56.8% | -10.5% | +67.2% | +59.1% |
| YTD | +2.4% | +32.2% | -29.8% | -13.4% |
| 1Y | +11.4% | +25.5% | -14.1% | -3.7% |
| 3Y | +15.2% | +134.7% | -119.5% | -29.0% |
| All | -35.8% | +139.9% | -175.7% | -65.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling