+60.4%
WM vs GEN
+27.3%
+33.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -0.5% | -0.3% | -0.2% | -0.4% |
| 30D | +13.3% | +28.2% | -14.9% | +9.9% |
| 3M | +4.4% | +2.6% | +1.8% | +3.7% |
| 6M | +10.8% | +32.7% | -21.9% | +6.4% |
| YTD | +9.1% | +11.3% | -2.2% | +7.3% |
| 1Y | +19.1% | +17.9% | +1.2% | +16.2% |
| 3Y | +45.7% | +66.3% | -20.7% | +34.9% |
| 5Y | +60.4% | +31.7% | +28.8% | +50.9% |
| All | +60.4% | +27.3% | +33.2% | +50.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling