+58.1%
GEN vs WU
-27.2%
+85.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.5% | -0.2% | -2.1% |
| 7D | -0.7% | -0.8% | +0.2% | -0.5% |
| 30D | +2.6% | -1.1% | +3.8% | +3.0% |
| 3M | +15.8% | -1.8% | +17.6% | +15.1% |
| 6M | +33.1% | -23.9% | +57.1% | +42.3% |
| YTD | +11.3% | -20.4% | +31.7% | +17.4% |
| 1Y | +1.7% | -10.6% | +12.2% | +3.2% |
| 3Y | +58.1% | -27.7% | +85.9% | +67.2% |
| All | +58.1% | -27.2% | +85.4% | +67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 3y: compounded portfolio wealth divided by compounded WU 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…
3y analysis · Full analysis span regression · 6 months rolling