+57.1%
GWW vs RGEN
+19.5%
+37.6%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | 0.0% | +6.6% | +6.5% |
| 7D | +11.1% | -3.5% | +14.6% | +11.3% |
| 30D | +15.7% | -6.0% | +21.7% | +16.0% |
| 3M | +14.8% | +19.0% | -4.2% | +13.0% |
| 6M | +30.9% | +50.7% | -19.8% | +25.8% |
| YTD | +48.5% | +8.8% | +39.7% | +48.4% |
| 1Y | +57.1% | +21.3% | +35.8% | +55.2% |
| All | +57.1% | +19.5% | +37.6% | +55.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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