+237.0%
GEN vs WING
+685.5%
-448.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.2% | +4.9% | +1.2% |
| 7D | +1.0% | +5.0% | -3.9% | +0.4% |
| 30D | +29.1% | +38.7% | -9.6% | +24.4% |
| 3M | +2.9% | +44.7% | -41.8% | -1.7% |
| 6M | +33.6% | +31.5% | +2.1% | +28.5% |
| YTD | +12.0% | -28.4% | +40.5% | +14.4% |
| 1Y | +16.2% | -28.2% | +44.3% | +18.4% |
| 3Y | +65.1% | -18.4% | +83.5% | +60.4% |
| 5Y | +33.3% | +5.2% | +28.1% | +22.6% |
| 10Y | +149.7% | +699.8% | -550.2% | +70.0% |
| All | +237.0% | +685.5% | -448.5% | +122.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling