+91.6%
GWW vs GEN
+57.7%
+33.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.7% | +0.1% | -2.2% |
| 7D | -1.5% | -0.7% | -0.8% | -1.4% |
| 30D | +1.1% | +2.6% | -1.5% | +0.6% |
| 3M | -1.0% | +15.8% | -16.8% | -3.6% |
| 6M | +16.3% | +33.1% | -16.8% | +10.0% |
| YTD | +28.5% | +11.3% | +17.2% | +26.6% |
| 1Y | +30.3% | +1.7% | +28.6% | +31.0% |
| 3Y | +91.6% | +58.1% | +33.5% | +76.0% |
| All | +91.6% | +57.7% | +33.9% | +76.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling