+4,108.3%
GEN vs WWD
+14,113.5%
-10,005.3%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.4% | -6.1% | -3.5% |
| 7D | +2.3% | +4.2% | -1.9% | +1.1% |
| 30D | +33.1% | -2.1% | +35.2% | +33.5% |
| 3M | +6.5% | -13.2% | +19.7% | +9.7% |
| 6M | +53.8% | -16.9% | +70.7% | +58.9% |
| YTD | +11.2% | +5.2% | +6.0% | +7.1% |
| 1Y | +19.4% | +20.6% | -1.2% | +10.6% |
| 3Y | +81.0% | +146.3% | -65.3% | +37.2% |
| 5Y | +33.4% | +171.3% | -137.9% | -3.1% |
| 10Y | +164.3% | +471.3% | -307.0% | +43.9% |
| All | +4,108.3% | +14,113.5% | -10,005.3% | +1,059.3% |
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