+21.1%
GEN vs WU
-51.2%
+72.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | 0.0% |
| 7D | -2.9% | -4.9% | +2.0% | -1.6% |
| 30D | +2.1% | -1.3% | +3.3% | +2.4% |
| 3M | +19.7% | -3.6% | +23.3% | +19.7% |
| 6M | +33.3% | -24.3% | +57.6% | +41.9% |
| YTD | +11.1% | -21.1% | +32.2% | +17.0% |
| 1Y | +3.0% | -10.3% | +13.3% | +4.4% |
| 3Y | +57.9% | -28.4% | +86.2% | +67.6% |
| All | +21.1% | -51.2% | +72.4% | +35.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling