+8,297.1%
GEN vs WY
+688.1%
+7,609.0%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.0% | -2.4% |
| 7D | -1.2% | -1.7% | +0.5% | -0.7% |
| 30D | +10.1% | -10.1% | +20.2% | +13.9% |
| 3M | +16.1% | -5.1% | +21.2% | +17.7% |
| 6M | +38.9% | -4.8% | +43.6% | +39.8% |
| YTD | +14.4% | -0.2% | +14.7% | +13.1% |
| 1Y | +5.9% | -6.6% | +12.5% | +6.8% |
| 3Y | +58.8% | -22.7% | +81.5% | +68.9% |
| 5Y | +24.7% | -22.2% | +46.9% | +30.4% |
| 10Y | +163.1% | +7.3% | +155.8% | +124.1% |
| All | +8,297.1% | +688.1% | +7,609.0% | +2,186.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling