+283.4%
WBD vs GEN
+186.2%
+97.2%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | +0.4% |
| 7D | -0.1% | +11.8% | -11.9% | -4.1% |
| 30D | -0.9% | +23.2% | -24.1% | -8.0% |
| 3M | -3.2% | -5.9% | +2.7% | -2.1% |
| 6M | +22.6% | -17.5% | +40.1% | +29.2% |
| YTD | -5.6% | -18.5% | +12.9% | -0.1% |
| 1Y | +194.7% | -22.8% | +217.4% | +216.3% |
| 3Y | +117.4% | +44.7% | +72.7% | +91.0% |
| 5Y | -23.9% | -2.3% | -21.6% | -25.3% |
| 10Y | -3.3% | +171.2% | -174.5% | -39.2% |
| All | +283.4% | +186.2% | +97.2% | +90.6% |
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