+17,845.4%
WDC vs GEN
+8,838.9%
+9,006.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.2% | +8.0% | +6.4% |
| 7D | +1.7% | -1.2% | +2.9% | +2.0% |
| 30D | -10.0% | +10.1% | -20.1% | -12.5% |
| 3M | -18.8% | +16.1% | -34.8% | -22.9% |
| 6M | +79.0% | +38.9% | +40.2% | +60.5% |
| YTD | +171.6% | +14.4% | +157.1% | +154.9% |
| 1Y | +417.4% | +5.9% | +411.5% | +394.3% |
| 3Y | +1,251.8% | +58.8% | +1,193.0% | +1,046.0% |
| 5Y | +911.7% | +24.7% | +887.0% | +800.6% |
| 10Y | +1,399.6% | +163.1% | +1,236.6% | +944.2% |
| All | +17,845.4% | +8,838.9% | +9,006.5% | +3,592.7% |
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