+153.2%
GEN vs WWD
+479.8%
-326.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | -2.9% | +0.6% | -3.5% | -3.0% |
| 30D | +2.1% | -5.1% | +7.1% | +2.9% |
| 3M | +19.7% | -11.2% | +30.9% | +21.6% |
| 6M | +33.3% | -12.0% | +45.3% | +34.9% |
| YTD | +11.1% | +12.0% | -0.9% | +6.9% |
| 1Y | +3.0% | +42.8% | -39.8% | -6.1% |
| 3Y | +57.9% | +168.9% | -111.1% | +25.7% |
| 5Y | +20.6% | +192.2% | -171.6% | -6.9% |
| 10Y | +153.2% | +495.3% | -342.0% | +76.5% |
| All | +153.2% | +479.8% | -326.6% | +76.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 10y: compounded portfolio wealth divided by compounded WWD 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…
10y analysis · Full analysis span regression · 6 months rolling