+4,103.0%
WAB vs GEN
+2,428.9%
+1,674.1%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -5.7% |
| 6M | +5.1% | +53.8% | -48.7% | -4.2% |
| YTD | +33.3% | +11.2% | +22.1% | +28.2% |
| 1Y | +39.8% | +19.4% | +20.4% | +32.8% |
| 3Y | +161.1% | +81.0% | +80.0% | +128.4% |
| 5Y | +209.5% | +33.4% | +176.0% | +182.1% |
| 10Y | +293.8% | +164.3% | +129.6% | +204.2% |
| All | +4,103.0% | +2,428.9% | +1,674.1% | +2,177.2% |
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