+4,410.0%
WEC vs GEN
+8,591.0%
-4,181.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +0.2% | -0.3% | +0.5% | +0.2% |
| 30D | +12.9% | +28.2% | -15.2% | +11.6% |
| 3M | +9.8% | +2.6% | +7.2% | +9.5% |
| 6M | +6.7% | +32.7% | -25.9% | +5.1% |
| YTD | +14.0% | +11.3% | +2.7% | +13.0% |
| 1Y | +7.3% | +17.9% | -10.6% | +6.1% |
| 3Y | +63.8% | +66.3% | -2.5% | +58.9% |
| 5Y | +54.8% | +31.7% | +23.1% | +51.1% |
| 10Y | +185.7% | +150.0% | +35.7% | +168.3% |
| All | +4,410.0% | +8,591.0% | -4,181.0% | +3,462.0% |
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 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