+5.9%
GEN vs WY
-5.4%
+11.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.2% |
| 7D | -1.2% | -2.6% | +1.4% | -1.0% |
| 30D | +10.1% | -10.9% | +21.1% | +11.1% |
| 3M | +16.1% | -6.0% | +22.1% | +16.3% |
| 6M | +38.9% | -5.6% | +44.5% | +39.7% |
| YTD | +14.4% | -1.1% | +15.6% | +12.7% |
| 1Y | +5.9% | -7.5% | +13.3% | +6.5% |
| All | +5.9% | -5.4% | +11.3% | +6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling