+5,729.6%
RGEN vs WCC
+1,713.7%
+4,015.8%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.9% | -5.1% | -2.0% |
| 7D | -4.9% | +4.5% | -9.4% | -5.8% |
| 30D | +5.7% | -5.8% | +11.5% | +6.9% |
| 3M | +32.4% | -3.7% | +36.1% | +32.6% |
| 6M | +33.2% | +23.1% | +10.1% | +26.2% |
| YTD | +2.3% | +44.2% | -41.9% | -6.4% |
| 1Y | +39.0% | +62.1% | -23.1% | +23.9% |
| 3Y | -4.6% | +121.1% | -125.7% | -21.4% |
| 5Y | -42.7% | +214.0% | -256.6% | -56.3% |
| 10Y | +433.6% | +472.8% | -39.2% | +240.9% |
| All | +5,729.6% | +1,713.7% | +4,015.8% | +2,361.7% |
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 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