+3,978.4%
WEC vs GEN
+8,838.8%
-4,860.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | -0.6% |
| 7D | -0.3% | -1.2% | +0.9% | -0.2% |
| 30D | -1.3% | +10.1% | -11.4% | -1.7% |
| 3M | -3.9% | +16.1% | -20.0% | -4.6% |
| 6M | -8.3% | +38.9% | -47.2% | -9.9% |
| YTD | +3.1% | +14.4% | -11.4% | +2.2% |
| 1Y | +1.9% | +5.9% | -3.9% | +1.4% |
| 3Y | +41.9% | +58.8% | -16.9% | +38.1% |
| 5Y | +30.8% | +24.7% | +6.1% | +28.1% |
| 10Y | +141.9% | +163.1% | -21.2% | +127.0% |
| All | +3,978.4% | +8,838.8% | -4,860.4% | +3,121.1% |
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