+49.3%
WPM vs RGEN
+39.4%
+9.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.1% | +3.1% | +1.6% |
| 7D | +3.9% | -4.6% | +8.4% | +5.1% |
| 30D | +17.7% | +1.2% | +16.5% | +17.7% |
| 3M | +39.4% | +26.8% | +12.6% | +32.9% |
| 6M | +6.4% | +29.1% | -22.6% | +0.2% |
| YTD | +34.0% | +0.7% | +33.3% | +32.6% |
| All | +49.3% | +39.4% | +9.9% | +48.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling