+4,092.2%
WAB vs GEN
+2,501.9%
+1,590.3%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.2% | +2.9% | +1.1% |
| 7D | -3.2% | -1.2% | -2.0% | -3.0% |
| 30D | -4.4% | +10.1% | -14.6% | -6.2% |
| 3M | +7.9% | +16.1% | -8.2% | +4.6% |
| 6M | +8.7% | +38.9% | -30.1% | +1.4% |
| YTD | +33.0% | +14.4% | +18.5% | +28.2% |
| 1Y | +46.7% | +5.9% | +40.8% | +43.3% |
| 3Y | +153.0% | +58.8% | +94.2% | +128.0% |
| 5Y | +222.3% | +24.7% | +197.6% | +199.4% |
| 10Y | +291.0% | +163.1% | +127.9% | +204.0% |
| All | +4,092.2% | +2,501.9% | +1,590.3% | +2,175.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling