+149.7%
GEN vs WWD
+460.9%
-311.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.6% |
| 7D | +1.0% | +0.4% | +0.6% | +0.8% |
| 30D | +29.1% | -0.4% | +29.5% | +28.9% |
| 3M | +2.9% | -6.1% | +9.0% | +3.7% |
| 6M | +33.6% | -9.5% | +43.1% | +34.7% |
| YTD | +12.0% | +10.8% | +1.2% | +7.7% |
| 1Y | +16.2% | +23.5% | -7.4% | +8.9% |
| 3Y | +65.1% | +151.3% | -86.2% | +32.6% |
| 5Y | +33.3% | +187.8% | -154.5% | +2.8% |
| 10Y | +149.7% | +461.1% | -311.4% | +72.2% |
| All | +149.7% | +460.9% | -311.3% | +72.2% |
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