+8,297.1%
GEN vs WSM
+34,755.7%
-26,458.6%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.1% | -4.3% | -2.6% |
| 7D | -1.2% | -3.3% | +2.1% | -0.5% |
| 30D | +10.1% | -8.4% | +18.5% | +12.2% |
| 3M | +16.1% | +9.7% | +6.4% | +13.6% |
| 6M | +38.9% | +16.7% | +22.2% | +33.6% |
| YTD | +14.4% | +28.7% | -14.2% | +7.7% |
| 1Y | +5.9% | +13.7% | -7.8% | +2.0% |
| 3Y | +58.8% | +230.1% | -171.3% | +17.2% |
| 5Y | +24.7% | +179.0% | -154.3% | -8.2% |
| 10Y | +163.1% | +1,002.5% | -839.5% | +29.5% |
| All | +8,297.1% | +34,755.7% | -26,458.6% | +1,459.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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