+12.0%
WBD vs GEN
+157.3%
-145.3%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.8% |
| 7D | -0.6% | -4.3% | +3.7% | +0.6% |
| 30D | +4.2% | +3.8% | +0.4% | +2.9% |
| 3M | +7.5% | +22.3% | -14.8% | +1.1% |
| 6M | +1.6% | +39.0% | -37.4% | -8.7% |
| YTD | -2.2% | +11.9% | -14.0% | -6.6% |
| 1Y | +124.9% | +4.5% | +120.4% | +119.1% |
| 3Y | +149.1% | +59.0% | +90.1% | +117.3% |
| 5Y | +7.8% | +22.0% | -14.1% | -1.8% |
| All | +12.0% | +157.3% | -145.3% | -12.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling