+4,229.8%
GEN vs WWD
+15,408.5%
-11,178.8%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.1% | -3.2% | -2.4% |
| 7D | -1.2% | +1.3% | -2.5% | -1.5% |
| 30D | +10.1% | -7.2% | +17.3% | +12.0% |
| 3M | +16.1% | -3.8% | +19.9% | +16.2% |
| 6M | +38.9% | -9.9% | +48.8% | +40.4% |
| YTD | +14.4% | +14.8% | -0.4% | +8.1% |
| 1Y | +5.9% | +42.1% | -36.2% | -5.8% |
| 3Y | +58.8% | +170.8% | -112.0% | +17.8% |
| 5Y | +24.7% | +197.5% | -172.8% | -11.4% |
| 10Y | +163.1% | +477.8% | -314.7% | +43.4% |
| All | +4,229.8% | +15,408.5% | -11,178.8% | +1,070.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling