+8,297.1%
GEN vs WST
+12,330.1%
-4,033.0%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -1.9% |
| 7D | -1.2% | +0.7% | -1.9% | -1.4% |
| 30D | +10.1% | -3.1% | +13.3% | +11.1% |
| 3M | +16.1% | +7.2% | +8.9% | +13.4% |
| 6M | +38.9% | +36.8% | +2.0% | +25.4% |
| YTD | +14.4% | +23.8% | -9.4% | +6.3% |
| 1Y | +5.9% | +37.8% | -31.9% | -5.2% |
| 3Y | +58.8% | -15.9% | +74.7% | +52.4% |
| 5Y | +24.7% | -25.8% | +50.5% | +20.6% |
| 10Y | +163.1% | +319.6% | -156.5% | +33.2% |
| All | +8,297.1% | +12,330.1% | -4,033.0% | +1,301.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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