+29,154.7%
WM vs GEN
+8,824.3%
+20,330.5%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.1% | +1.2% |
| 7D | +4.5% | +8.5% | -4.0% | +3.8% |
| 30D | +16.1% | +34.2% | -18.1% | +13.2% |
| 3M | +8.0% | +10.0% | -1.9% | +6.9% |
| 6M | +8.4% | +56.8% | -48.4% | +3.9% |
| YTD | +11.2% | +14.2% | -3.0% | +9.2% |
| 1Y | +22.3% | +20.8% | +1.5% | +19.6% |
| 3Y | +50.2% | +84.1% | -33.8% | +41.1% |
| 5Y | +63.3% | +37.1% | +26.2% | +56.0% |
| 10Y | +355.0% | +171.5% | +183.6% | +303.4% |
| All | +29,154.7% | +8,824.3% | +20,330.5% | +15,563.1% |
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 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