+1,289.7%
WDC vs RGEN
+415.3%
+874.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.1% | +3.1% | +1.6% |
| 7D | +7.5% | -4.6% | +12.0% | +8.7% |
| 30D | +10.1% | +1.2% | +8.9% | +9.4% |
| 3M | -6.8% | +26.8% | -33.7% | -14.0% |
| 6M | +84.1% | +29.1% | +55.1% | +68.0% |
| YTD | +180.3% | +0.7% | +179.5% | +174.0% |
| 1Y | +411.1% | +39.1% | +372.0% | +358.3% |
| 3Y | +1,375.0% | +2.2% | +1,372.8% | +1,255.9% |
| 5Y | +991.6% | -44.0% | +1,035.6% | +1,015.4% |
| All | +1,289.7% | +415.3% | +874.4% | +659.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 10y: compounded portfolio wealth divided by compounded RGEN 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…
10y analysis · Full analysis span regression · 6 months rolling