+8,034.1%
GEN vs WY
+600.5%
+7,433.6%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.8% |
| 7D | -3.0% | -5.4% | +2.4% | -1.2% |
| 30D | +24.7% | +7.9% | +16.8% | +21.8% |
| 3M | +4.1% | -16.6% | +20.7% | +10.6% |
| 6M | +36.0% | -11.2% | +47.2% | +40.8% |
| YTD | +10.9% | -11.3% | +22.2% | +14.1% |
| 1Y | +12.2% | -5.5% | +17.7% | +13.0% |
| 3Y | +63.3% | -25.4% | +88.7% | +76.1% |
| 5Y | +29.0% | -32.4% | +61.4% | +41.9% |
| 10Y | +147.5% | +3.8% | +143.7% | +113.5% |
| All | +8,034.1% | +600.5% | +7,433.6% | +2,206.0% |
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