+7.6%
WEC vs GEN
+18.5%
-10.8%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.1% |
| 7D | +1.4% | +1.0% | +0.4% | +1.4% |
| 30D | +12.8% | +29.1% | -16.3% | +13.5% |
| 3M | +11.2% | +2.9% | +8.3% | +10.4% |
| 6M | +6.6% | +33.6% | -27.0% | +8.6% |
| YTD | +13.8% | +12.0% | +1.8% | +14.9% |
| 1Y | +7.6% | +16.2% | -8.5% | +8.5% |
| All | +7.6% | +18.5% | -10.8% | +8.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling