+27.7%
GEN vs WING
+4.1%
+23.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.5% | -1.2% | -2.5% |
| 7D | +2.3% | +9.0% | -6.8% | +1.5% |
| 30D | +33.1% | +39.9% | -6.9% | +29.2% |
| 3M | +6.5% | +40.4% | -33.9% | +3.1% |
| 6M | +53.8% | +12.9% | +40.9% | +51.2% |
| YTD | +11.2% | -31.1% | +42.3% | +13.8% |
| 1Y | +19.4% | -32.7% | +52.1% | +22.2% |
| 3Y | +81.0% | -19.8% | +100.8% | +77.1% |
| All | +27.7% | +4.1% | +23.7% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 5y: compounded portfolio wealth divided by compounded WING 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…
5y analysis · Full analysis span regression · 6 months rolling