+261.5%
WAB vs GEN
+152.9%
+108.6%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.4% | -3.2% | -1.3% |
| 7D | +5.1% | +2.0% | +3.0% | +4.7% |
| 30D | +4.0% | +27.7% | -23.7% | -0.7% |
| 3M | +0.1% | +3.3% | -3.2% | -1.1% |
| 6M | +12.8% | +31.8% | -19.0% | +5.7% |
| YTD | +40.1% | +13.5% | +26.6% | +34.6% |
| 1Y | +46.4% | +16.0% | +30.3% | +40.0% |
| 3Y | +167.4% | +70.6% | +96.8% | +135.5% |
| 5Y | +215.0% | +32.1% | +182.9% | +185.8% |
| All | +261.5% | +152.9% | +108.6% | +172.9% |
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