+60.2%
GWW vs GEN
+11.7%
+48.5%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.1% | +4.2% | +1.3% |
| 7D | +3.7% | -3.0% | +6.7% | +4.0% |
| 30D | +13.6% | +24.7% | -11.1% | +11.8% |
| 3M | +15.4% | +4.1% | +11.2% | +14.5% |
| 6M | +21.8% | +36.0% | -14.2% | +18.4% |
| YTD | +50.0% | +10.9% | +39.2% | +59.0% |
| 1Y | +60.2% | +12.2% | +48.1% | +68.3% |
| All | +60.2% | +11.7% | +48.5% | +68.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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