+151.3%
GEN vs WY
+7.2%
+144.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.7% | +3.4% | +1.4% |
| 7D | -4.3% | -3.7% | -0.7% | -3.4% |
| 30D | +3.8% | -11.3% | +15.1% | +6.9% |
| 3M | +22.3% | -8.1% | +30.4% | +24.6% |
| 6M | +39.0% | -7.4% | +46.4% | +40.7% |
| YTD | +11.9% | -4.7% | +16.6% | +12.2% |
| 1Y | +4.5% | -9.2% | +13.7% | +6.0% |
| 3Y | +59.0% | -24.7% | +83.7% | +68.1% |
| 5Y | +22.0% | -21.6% | +43.6% | +27.0% |
| All | +151.3% | +7.2% | +144.1% | +142.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling