+15,588.9%
WWD vs RGEN
+3,252.0%
+12,336.9%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +1.1% |
| 7D | +1.3% | -4.9% | +6.2% | +1.6% |
| 30D | -7.2% | +5.7% | -12.8% | -7.5% |
| 3M | -3.8% | +32.4% | -36.3% | -5.6% |
| 6M | -9.9% | +33.2% | -43.1% | -11.7% |
| YTD | +14.8% | +2.3% | +12.5% | +14.3% |
| 1Y | +42.1% | +39.0% | +3.1% | +38.8% |
| 3Y | +170.8% | -4.6% | +175.4% | +167.0% |
| 5Y | +197.5% | -42.7% | +240.2% | +197.8% |
| 10Y | +477.8% | +433.6% | +44.2% | +409.7% |
| All | +15,588.9% | +3,252.0% | +12,336.9% | +11,739.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling