+317.8%
GEN vs WU
-22.0%
+339.8%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.0% | +5.1% | +3.2% |
| 7D | -0.8% | +2.1% | -2.9% | -1.7% |
| 30D | +31.2% | +10.1% | +21.1% | +26.7% |
| 3M | +6.1% | -1.1% | +7.2% | +6.4% |
| 6M | +38.1% | -19.8% | +57.9% | +47.2% |
| YTD | +14.4% | -20.8% | +35.2% | +22.1% |
| 1Y | +15.1% | -15.1% | +30.3% | +19.8% |
| 3Y | +68.5% | -23.2% | +91.7% | +78.0% |
| 5Y | +35.8% | -42.6% | +78.4% | +54.6% |
| 10Y | +155.4% | -38.9% | +194.3% | +167.6% |
| All | +317.8% | -22.0% | +339.8% | +256.6% |
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