+141.5%
W vs GEN
+150.2%
-8.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.7% | +3.3% | +2.0% |
| 7D | +6.5% | -0.7% | +7.2% | +6.8% |
| 30D | -6.2% | +2.6% | -8.9% | -8.0% |
| 3M | +48.9% | +15.8% | +33.1% | +36.7% |
| 6M | +31.2% | +33.1% | -1.9% | +10.1% |
| YTD | -0.4% | +11.3% | -11.7% | -7.9% |
| 1Y | +14.8% | +1.7% | +13.2% | +11.5% |
| 3Y | +40.5% | +58.1% | -17.6% | +7.9% |
| 5Y | -62.1% | +20.6% | -82.8% | -67.0% |
| 10Y | +141.5% | +149.0% | -7.5% | +46.6% |
| All | +141.5% | +150.2% | -8.7% | +46.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling