+4,408.2%
WAB vs GEN
+2,500.6%
+1,907.6%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -1.9% | -0.1% |
| 7D | +3.1% | -0.8% | +3.9% | +3.3% |
| 30D | +6.4% | +31.2% | -24.8% | +1.2% |
| 3M | +2.2% | +6.1% | -3.9% | +0.3% |
| 6M | +13.7% | +38.1% | -24.4% | +5.9% |
| YTD | +43.0% | +14.4% | +28.6% | +36.9% |
| 1Y | +47.0% | +15.1% | +31.8% | +40.5% |
| 3Y | +174.4% | +68.5% | +105.9% | +143.4% |
| 5Y | +222.2% | +35.8% | +186.4% | +192.8% |
| 10Y | +276.9% | +155.4% | +121.5% | +192.9% |
| All | +4,408.2% | +2,500.6% | +1,907.6% | +2,330.6% |
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