+142.1%
WEC vs RGEN
+414.1%
-272.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.5% | -0.7% |
| 7D | -1.3% | -2.9% | +1.6% | -1.1% |
| 30D | -0.4% | -0.1% | -0.3% | -0.4% |
| 3M | -6.8% | +25.9% | -32.7% | -8.1% |
| 6M | -6.4% | +35.2% | -41.6% | -8.3% |
| YTD | +2.5% | +0.5% | +2.0% | +2.1% |
| 1Y | -0.4% | +37.0% | -37.4% | -2.8% |
| 3Y | +38.5% | +2.0% | +36.5% | +35.4% |
| 5Y | +31.7% | -44.2% | +75.9% | +32.5% |
| All | +142.1% | +414.1% | -272.0% | +117.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 10y: compounded portfolio wealth divided by compounded RGEN 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…
10y analysis · Full analysis span regression · 6 months rolling