+6.2%
WMT vs GEN
+3.4%
+2.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.1% |
| 7D | -2.5% | -4.3% | +1.9% | -2.6% |
| 30D | -6.4% | +3.8% | -10.2% | -6.2% |
| 3M | -12.1% | +22.3% | -34.4% | -11.4% |
| 6M | -15.0% | +39.0% | -53.9% | -13.7% |
| YTD | -4.5% | +11.9% | -16.4% | -1.8% |
| 1Y | +6.2% | +4.5% | +1.7% | +9.5% |
| All | +6.2% | +3.4% | +2.7% | +9.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling