+197.9%
WEC vs GEN
+152.9%
+45.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.4% | -1.5% | +0.8% |
| 7D | +2.3% | +2.0% | +0.3% | +2.2% |
| 30D | +11.1% | +27.7% | -16.7% | +9.2% |
| 3M | +8.4% | +3.3% | +5.2% | +7.9% |
| 6M | +7.5% | +31.8% | -24.3% | +5.1% |
| YTD | +15.3% | +13.5% | +1.8% | +13.9% |
| 1Y | +9.7% | +16.0% | -6.3% | +8.1% |
| 3Y | +64.7% | +70.6% | -5.9% | +56.6% |
| 5Y | +57.3% | +32.1% | +25.1% | +51.1% |
| All | +197.9% | +152.9% | +45.0% | +172.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling