+63.3%
WM vs GEN
+32.4%
+30.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.1% | +1.3% |
| 7D | +4.5% | +8.5% | -4.0% | +3.5% |
| 30D | +16.1% | +34.2% | -18.1% | +12.0% |
| 3M | +8.0% | +10.0% | -1.9% | +6.4% |
| 6M | +8.4% | +56.8% | -48.4% | +1.8% |
| YTD | +11.2% | +14.2% | -3.0% | +9.1% |
| 1Y | +22.3% | +20.8% | +1.5% | +19.0% |
| 3Y | +50.2% | +84.1% | -33.8% | +37.2% |
| 5Y | +63.3% | +37.1% | +26.2% | +53.1% |
| All | +63.3% | +32.4% | +30.9% | +53.1% |
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 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