-21.0%
ACI vs GEN
+18.5%
-39.4%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.7% | +1.5% | +2.1% |
| 7D | -0.6% | +1.0% | -1.6% | -0.7% |
| 30D | +9.5% | +29.1% | -19.5% | +6.5% |
| 3M | +10.1% | +2.9% | +7.2% | +10.5% |
| 6M | -15.4% | +33.6% | -49.0% | -17.2% |
| YTD | -19.5% | +12.0% | -31.6% | -17.8% |
| 1Y | -21.0% | +16.2% | -37.1% | -20.4% |
| All | -21.0% | +18.5% | -39.4% | -20.4% |
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