+65.1%
GEN vs WU
-20.5%
+85.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.5% | +0.4% |
| 7D | +1.0% | +11.0% | -10.0% | -2.2% |
| 30D | +29.1% | +13.4% | +15.7% | +24.3% |
| 3M | +2.9% | +2.2% | +0.7% | +2.0% |
| 6M | +33.6% | -18.2% | +51.8% | +39.9% |
| YTD | +12.0% | -18.3% | +30.3% | +17.2% |
| 1Y | +16.2% | -12.2% | +28.3% | +18.9% |
| 3Y | +65.1% | -20.8% | +85.9% | +80.2% |
| All | +65.1% | -20.5% | +85.5% | +80.2% |
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