+330.8%
WM vs GEN
+147.0%
+183.8%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.1% | +4.7% | +2.0% |
| 7D | +1.2% | -3.0% | +4.2% | +1.5% |
| 30D | +15.2% | +24.7% | -9.5% | +12.1% |
| 3M | +8.3% | +4.1% | +4.2% | +7.4% |
| 6M | +13.1% | +36.0% | -22.9% | +8.3% |
| YTD | +12.5% | +10.9% | +1.7% | +10.2% |
| 1Y | +21.8% | +12.2% | +9.6% | +19.1% |
| 3Y | +48.8% | +63.3% | -14.5% | +37.7% |
| 5Y | +62.1% | +29.0% | +33.0% | +53.1% |
| All | +330.8% | +147.0% | +183.8% | +278.6% |
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 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