+32.6%
ACI vs GEN
+78.5%
-46.0%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.1% | -3.4% | -1.6% |
| 7D | -5.3% | -0.8% | -4.5% | -5.2% |
| 30D | +5.0% | +31.2% | -26.2% | +2.1% |
| 3M | +7.5% | +6.1% | +1.5% | +6.8% |
| 6M | -16.0% | +38.1% | -54.1% | -18.7% |
| YTD | -20.6% | +14.4% | -35.0% | -22.0% |
| 1Y | -23.5% | +15.1% | -38.7% | -24.9% |
| 3Y | -32.1% | +68.5% | -100.6% | -36.2% |
| 5Y | -42.5% | +35.8% | -78.3% | -45.0% |
| All | +32.6% | +78.5% | -46.0% | +26.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling