+289.9%
WAB vs GEN
+150.6%
+139.3%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.4% |
| 7D | +0.2% | -2.9% | +3.1% | +0.8% |
| 30D | -4.6% | +2.1% | -6.6% | -5.0% |
| 3M | +5.6% | +19.7% | -14.1% | +1.7% |
| 6M | +13.8% | +33.3% | -19.5% | +6.5% |
| YTD | +31.9% | +11.1% | +20.7% | +27.9% |
| 1Y | +48.3% | +3.0% | +45.3% | +46.1% |
| 3Y | +167.1% | +57.9% | +109.3% | +140.0% |
| 5Y | +222.9% | +20.6% | +202.3% | +199.4% |
| 10Y | +289.9% | +153.2% | +136.7% | +203.3% |
| All | +289.9% | +150.6% | +139.3% | +203.3% |
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