+170.9%
WAB vs GEN
+57.7%
+113.2%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.7% | +3.3% | +1.0% |
| 7D | +1.7% | -0.7% | +2.4% | +1.8% |
| 30D | -2.4% | +2.6% | -5.1% | -2.9% |
| 3M | +9.7% | +15.8% | -6.1% | +6.6% |
| 6M | +16.5% | +33.1% | -16.6% | +9.5% |
| YTD | +33.7% | +11.3% | +22.4% | +32.2% |
| 1Y | +49.7% | +1.7% | +48.0% | +52.2% |
| 3Y | +170.9% | +58.1% | +112.8% | +150.0% |
| All | +170.9% | +57.7% | +113.2% | +150.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling