+336.4%
WM vs GEN
+157.3%
+179.1%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.6% | +0.6% | -1.8% |
| 7D | +1.2% | +2.3% | -1.1% | +0.9% |
| 30D | +13.1% | +33.1% | -20.0% | +9.1% |
| 3M | +3.6% | +6.5% | -2.9% | +2.4% |
| 6M | +8.1% | +53.8% | -45.7% | +1.7% |
| YTD | +8.9% | +11.2% | -2.3% | +6.7% |
| 1Y | +20.3% | +19.4% | +0.9% | +16.7% |
| 3Y | +46.2% | +81.0% | -34.9% | +33.5% |
| 5Y | +59.9% | +33.4% | +26.4% | +50.4% |
| All | +336.4% | +157.3% | +179.1% | +282.6% |
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