+992.6%
WDC vs GEN
+22.3%
+970.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.7% | +4.9% | +2.7% |
| 7D | +6.0% | -0.7% | +6.7% | +6.1% |
| 30D | +9.9% | +2.6% | +7.3% | +9.1% |
| 3M | -9.4% | +15.8% | -25.2% | -13.1% |
| 6M | +94.7% | +33.1% | +61.6% | +78.2% |
| YTD | +177.4% | +11.3% | +166.1% | +166.7% |
| 1Y | +412.6% | +1.7% | +410.9% | +407.5% |
| 3Y | +1,359.8% | +58.1% | +1,301.6% | +1,130.8% |
| 5Y | +992.6% | +20.6% | +971.9% | +885.3% |
| All | +992.6% | +22.3% | +970.2% | +885.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling