+772.0%
WDC vs GEN
+63.2%
+708.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | 0.0% | +9.8% | +9.9% |
| 7D | -14.4% | -0.3% | -14.1% | -14.4% |
| 30D | -27.1% | +28.2% | -55.2% | -28.0% |
| 3M | -33.3% | +2.6% | -35.9% | -33.4% |
| 6M | -39.6% | +32.7% | -72.3% | -42.7% |
| YTD | +68.4% | +11.3% | +57.1% | +66.8% |
| 1Y | +78.2% | +17.9% | +60.2% | +72.4% |
| 3Y | +772.0% | +66.3% | +705.7% | +673.9% |
| All | +772.0% | +63.2% | +708.8% | +673.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling