+48.3%
WAB vs GEN
+0.6%
+47.6%
-10.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.4% |
| 7D | +0.2% | -2.9% | +3.1% | +0.1% |
| 30D | -4.6% | +2.1% | -6.6% | -4.4% |
| 3M | +5.6% | +19.7% | -14.1% | +7.1% |
| 6M | +13.8% | +33.3% | -19.5% | +16.2% |
| YTD | +31.9% | +11.1% | +20.7% | +40.7% |
| 1Y | +48.3% | +3.0% | +45.3% | +60.4% |
| All | +48.3% | +0.6% | +47.6% | +60.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling