+71.9%
GEN vs NWSA
+31.9%
+40.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +1.7% |
| 7D | -0.8% | -12.2% | +11.4% | +4.7% |
| 30D | +31.2% | -8.7% | +39.9% | +35.9% |
| 3M | +6.1% | -6.0% | +12.0% | +8.4% |
| 6M | +38.1% | -0.3% | +38.4% | +36.7% |
| YTD | +14.4% | +3.5% | +10.9% | +11.2% |
| 1Y | +15.1% | +0.8% | +14.4% | +13.3% |
| All | +71.9% | +31.9% | +40.0% | +47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 3y: compounded portfolio wealth divided by compounded NWSA 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…
3y analysis · Full analysis span regression · 6 months rolling