+60.5%
GWW vs RGEN
+8.1%
+52.4%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.6% | -0.9% |
| 7D | +3.6% | -3.3% | +6.8% | +3.8% |
| 30D | +12.1% | -5.8% | +18.0% | +12.5% |
| 3M | +12.9% | +0.2% | +12.7% | +12.6% |
| 6M | +19.3% | +56.8% | -37.5% | +13.2% |
| YTD | +48.7% | +2.4% | +46.3% | +50.5% |
| 1Y | +60.5% | +11.4% | +49.1% | +59.5% |
| All | +60.5% | +8.1% | +52.4% | +59.5% |
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