+26,336.4%
WM vs GEN
+8,838.9%
+17,497.5%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +0.9% | -1.1% |
| 7D | -0.3% | -1.2% | +0.9% | -0.2% |
| 30D | -2.4% | +10.1% | -12.5% | -3.2% |
| 3M | +0.4% | +16.1% | -15.7% | -0.9% |
| 6M | -9.5% | +38.9% | -48.3% | -12.3% |
| YTD | +0.5% | +14.4% | -13.9% | -1.1% |
| 1Y | -1.1% | +5.9% | -7.0% | -2.0% |
| 3Y | +46.0% | +58.8% | -12.8% | +39.0% |
| 5Y | +51.8% | +24.7% | +27.2% | +46.5% |
| 10Y | +307.5% | +163.1% | +144.4% | +262.9% |
| All | +26,336.4% | +8,838.9% | +17,497.5% | +14,085.6% |
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