-39.3%
WU vs RGEN
+415.2%
-454.4%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +1.3% |
| 7D | -2.0% | -3.3% | +1.3% | -1.7% |
| 30D | +11.4% | -5.8% | +17.2% | +12.1% |
| 3M | -6.8% | +0.2% | -7.0% | -7.3% |
| 6M | -14.6% | +56.8% | -71.4% | -19.9% |
| YTD | -20.6% | +2.4% | -23.0% | -21.8% |
| 1Y | -15.4% | +11.4% | -26.8% | -17.6% |
| 3Y | -23.6% | +15.2% | -38.8% | -28.1% |
| 5Y | -43.4% | -35.1% | -8.3% | -44.8% |
| All | -39.3% | +415.2% | -454.4% | -61.9% |
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