+4,360.7%
WEC vs GEN
+8,588.0%
-4,227.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.6% | +0.6% | -2.0% |
| 7D | -0.2% | +2.3% | -2.4% | -0.3% |
| 30D | +12.3% | +33.1% | -20.8% | +10.8% |
| 3M | +8.3% | +6.5% | +1.8% | +7.8% |
| 6M | +3.5% | +53.8% | -50.3% | +1.2% |
| YTD | +12.7% | +11.2% | +1.5% | +11.7% |
| 1Y | +8.2% | +19.4% | -11.2% | +6.9% |
| 3Y | +55.9% | +81.0% | -25.2% | +50.6% |
| 5Y | +51.2% | +33.4% | +17.8% | +47.6% |
| 10Y | +177.6% | +164.3% | +13.3% | +160.1% |
| All | +4,360.7% | +8,588.0% | -4,227.3% | +3,423.1% |
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