+200.2%
WAB vs GEN
+32.5%
+167.7%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.6% | +4.5% | +2.3% |
| 7D | +1.4% | +2.3% | -0.8% | +1.0% |
| 30D | +0.4% | +33.1% | -32.6% | -4.8% |
| 3M | -3.8% | +6.5% | -10.3% | -5.5% |
| 6M | +5.1% | +53.8% | -48.7% | -5.9% |
| YTD | +33.3% | +11.2% | +22.1% | +29.3% |
| 1Y | +39.8% | +19.4% | +20.4% | +32.9% |
| 3Y | +161.1% | +81.0% | +80.0% | +123.4% |
| All | +200.2% | +32.5% | +167.7% | +166.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling