-42.8%
RGEN vs WCC
+229.6%
-272.4%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.5% | -1.9% | -0.4% |
| 7D | -0.9% | +8.5% | -9.4% | -4.1% |
| 30D | +2.8% | -1.0% | +3.8% | +2.9% |
| 3M | +34.5% | +2.1% | +32.4% | +31.4% |
| 6M | +40.5% | +36.8% | +3.6% | +19.6% |
| YTD | +2.8% | +47.7% | -44.9% | -15.8% |
| 1Y | +39.6% | +66.5% | -26.9% | +7.8% |
| 3Y | +4.4% | +134.2% | -129.7% | -34.6% |
| 5Y | -42.8% | +231.6% | -274.4% | -71.0% |
| All | -42.8% | +229.6% | -272.4% | -71.0% |
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