+25.0%
GEN vs WTW
+41.9%
-16.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.5% |
| 7D | -4.3% | -7.8% | +3.5% | -1.6% |
| 30D | +3.8% | -7.9% | +11.6% | +6.8% |
| 3M | +22.3% | +19.9% | +2.3% | +14.6% |
| 6M | +39.0% | +9.8% | +29.1% | +33.5% |
| YTD | +11.9% | -3.3% | +15.2% | +11.8% |
| 1Y | +4.5% | -3.3% | +7.8% | +4.2% |
| 3Y | +59.0% | +61.5% | -2.6% | +28.9% |
| All | +25.0% | +41.9% | -16.9% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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