+482.1%
WWD vs RGEN
+415.7%
+66.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.0% | +1.3% |
| 7D | -2.6% | -1.4% | -1.1% | -2.4% |
| 30D | -6.9% | -0.3% | -6.6% | -7.0% |
| 3M | -13.0% | +23.9% | -36.9% | -16.6% |
| 6M | -12.5% | +38.5% | -51.0% | -17.8% |
| YTD | +11.8% | +0.8% | +11.0% | +10.4% |
| 1Y | +41.1% | +38.2% | +2.8% | +32.0% |
| 3Y | +163.1% | +1.3% | +161.8% | +149.1% |
| 5Y | +187.6% | -44.0% | +231.6% | +187.7% |
| All | +482.1% | +415.7% | +66.4% | +244.7% |
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 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