+304.8%
GEN vs WU
-22.9%
+327.7%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -1.9% | -2.7% |
| 7D | -3.0% | -5.3% | +2.3% | -1.1% |
| 30D | +24.7% | +9.0% | +15.7% | +20.9% |
| 3M | +4.1% | -3.6% | +7.7% | +5.3% |
| 6M | +36.0% | -19.4% | +55.4% | +44.7% |
| YTD | +10.9% | -21.7% | +32.6% | +18.9% |
| 1Y | +12.2% | -16.1% | +28.3% | +17.2% |
| 3Y | +63.3% | -24.1% | +87.4% | +73.2% |
| 5Y | +29.0% | -44.1% | +73.2% | +48.4% |
| 10Y | +147.5% | -39.6% | +187.1% | +160.5% |
| All | +304.8% | -22.9% | +327.7% | +247.1% |
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