+411.1%
WDC vs GEN
+0.6%
+410.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.0% |
| 7D | +7.5% | -2.9% | +10.4% | +6.5% |
| 30D | +10.1% | +2.1% | +8.0% | +11.1% |
| 3M | -6.8% | +19.7% | -26.5% | -0.4% |
| 6M | +84.1% | +33.3% | +50.9% | +94.8% |
| YTD | +180.3% | +11.1% | +169.1% | +168.9% |
| 1Y | +411.1% | +3.0% | +408.1% | +397.5% |
| All | +411.1% | +0.6% | +410.5% | +397.5% |
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