+15.2%
RGEN vs WSM
+260.3%
-245.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.2% |
| 7D | -3.3% | 0.0% | -3.3% | -3.3% |
| 30D | -5.8% | +5.1% | -10.9% | -7.8% |
| 3M | +0.2% | +5.1% | -4.9% | -2.1% |
| 6M | +56.8% | +48.6% | +8.2% | +33.1% |
| YTD | +2.4% | +44.2% | -41.8% | -11.7% |
| 1Y | +11.4% | +38.1% | -26.6% | -2.6% |
| 3Y | +15.2% | +257.2% | -242.1% | -32.8% |
| All | +15.2% | +260.3% | -245.1% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 3y: compounded portfolio wealth divided by compounded WSM 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…
3y analysis · Full analysis span regression · 6 months rolling