+31.7%
WEC vs GEN
+22.3%
+9.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.7% | +3.8% | +1.3% |
| 7D | +0.8% | -0.7% | +1.5% | +0.9% |
| 30D | +0.3% | +2.6% | -2.3% | +0.1% |
| 3M | -2.9% | +15.8% | -18.7% | -4.1% |
| 6M | -5.9% | +33.1% | -39.1% | -8.3% |
| YTD | +4.1% | +11.3% | -7.2% | +3.5% |
| 1Y | +3.1% | +1.7% | +1.5% | +3.6% |
| 3Y | +40.8% | +58.1% | -17.4% | +32.4% |
| 5Y | +31.7% | +20.6% | +11.1% | +24.0% |
| All | +31.7% | +22.3% | +9.4% | +24.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling