+197.9%
WEC vs RGEN
+415.2%
-217.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.2% | +0.9% |
| 7D | +2.3% | -3.3% | +5.6% | +2.5% |
| 30D | +11.1% | -5.8% | +16.9% | +11.3% |
| 3M | +8.4% | +0.2% | +8.3% | +8.2% |
| 6M | +7.5% | +56.8% | -49.3% | +4.3% |
| YTD | +15.3% | +2.4% | +12.9% | +14.5% |
| 1Y | +9.7% | +11.4% | -1.7% | +8.3% |
| 3Y | +64.7% | +15.2% | +49.5% | +59.3% |
| 5Y | +57.3% | -35.1% | +92.3% | +56.2% |
| All | +197.9% | +415.2% | -217.3% | +148.6% |
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