+441.2%
WWD vs RGEN
+411.3%
+29.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.5% | +1.6% | -1.4% |
| 7D | +8.2% | -1.2% | +9.3% | +8.4% |
| 30D | -0.2% | -5.1% | +4.9% | +0.7% |
| 3M | -8.4% | +0.5% | -8.9% | -8.9% |
| 6M | -9.5% | +46.6% | -56.1% | -15.9% |
| YTD | +10.1% | +1.6% | +8.4% | +8.2% |
| 1Y | +21.6% | +5.4% | +16.2% | +18.9% |
| 3Y | +149.6% | +12.8% | +136.7% | +132.9% |
| 5Y | +191.3% | -35.6% | +226.9% | +184.5% |
| All | +441.2% | +411.3% | +29.9% | +236.4% |
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