+417.4%
WDC vs GEN
+5.4%
+411.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.2% | +8.0% | +5.1% |
| 7D | +1.7% | -1.2% | +2.9% | +1.4% |
| 30D | -10.0% | +10.1% | -20.1% | -6.7% |
| 3M | -18.8% | +16.1% | -34.8% | -12.9% |
| 6M | +79.0% | +38.9% | +40.2% | +91.9% |
| YTD | +171.6% | +14.4% | +157.1% | +163.8% |
| 1Y | +417.4% | +5.9% | +411.5% | +397.9% |
| All | +417.4% | +5.4% | +411.9% | +397.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 1y: compounded portfolio wealth divided by compounded GEN 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…
1y analysis · Full analysis span regression · 6 months rolling