+14,159.6%
GWW vs GEN
+8,838.9%
+5,320.8%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.1% | +1.1% |
| 7D | +1.4% | -1.2% | +2.6% | +1.5% |
| 30D | +3.3% | +10.1% | -6.9% | +2.0% |
| 3M | +2.9% | +16.1% | -13.2% | +1.0% |
| 6M | +15.8% | +38.9% | -23.1% | +10.8% |
| YTD | +32.0% | +14.4% | +17.6% | +29.1% |
| 1Y | +29.9% | +5.9% | +24.0% | +28.2% |
| 3Y | +91.1% | +58.8% | +32.3% | +78.8% |
| 5Y | +223.9% | +24.7% | +199.3% | +209.0% |
| 10Y | +567.0% | +163.1% | +404.0% | +469.6% |
| All | +14,159.6% | +8,838.9% | +5,320.8% | +8,458.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling