+11,005.7%
WDC vs GEN
+8,652.2%
+2,353.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.4% |
| 7D | -16.7% | +1.0% | -17.8% | -17.0% |
| 30D | -27.2% | +29.1% | -56.3% | -32.4% |
| 3M | -34.0% | +2.9% | -36.9% | -35.5% |
| 6M | -39.7% | +33.6% | -73.3% | -45.8% |
| YTD | +68.1% | +12.0% | +56.0% | +56.5% |
| 1Y | +66.3% | +16.2% | +50.1% | +53.1% |
| 3Y | +754.4% | +65.1% | +689.3% | +608.7% |
| 5Y | +595.8% | +33.3% | +562.5% | +500.3% |
| 10Y | +660.4% | +149.7% | +510.7% | +429.7% |
| All | +11,005.7% | +8,652.2% | +2,353.5% | +2,166.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling