+317.9%
GEN vs WU
-19.6%
+337.5%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.2% | -1.8% |
| 7D | -1.2% | -0.8% | -0.4% | -0.9% |
| 30D | +10.1% | -1.1% | +11.2% | +10.6% |
| 3M | +16.1% | -3.9% | +19.9% | +16.2% |
| 6M | +38.9% | -20.7% | +59.5% | +48.5% |
| YTD | +14.4% | -18.4% | +32.8% | +21.1% |
| 1Y | +5.9% | -8.1% | +13.9% | +6.5% |
| 3Y | +58.8% | -24.2% | +82.9% | +68.1% |
| 5Y | +24.7% | -50.4% | +75.1% | +50.0% |
| 10Y | +163.1% | -40.0% | +203.1% | +178.4% |
| All | +317.9% | -19.6% | +337.5% | +253.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling