+933.7%
GEN vs WTW
+1,139.1%
-205.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.8% | +0.1% | -1.7% |
| 7D | -0.7% | -2.7% | +2.0% | +0.3% |
| 30D | +2.6% | -5.6% | +8.3% | +4.8% |
| 3M | +15.8% | +26.5% | -10.7% | +6.4% |
| 6M | +33.1% | +8.1% | +25.0% | +28.7% |
| YTD | +11.3% | -0.3% | +11.6% | +10.0% |
| 1Y | +1.7% | -0.9% | +2.5% | +0.5% |
| 3Y | +58.1% | +66.6% | -8.5% | +28.6% |
| 5Y | +20.6% | +54.0% | -33.3% | -0.2% |
| 10Y | +149.0% | +198.1% | -49.2% | +53.0% |
| All | +933.7% | +1,139.1% | -205.4% | +345.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling