+26.3%
ACI vs GEN
+78.6%
-52.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | -0.1% |
| 7D | +0.2% | -1.2% | +1.4% | +0.3% |
| 30D | +5.9% | +10.1% | -4.2% | +4.8% |
| 3M | -19.8% | +16.1% | -35.9% | -21.0% |
| 6M | -24.7% | +38.9% | -63.6% | -27.2% |
| YTD | -24.4% | +14.4% | -38.8% | -25.6% |
| 1Y | -31.5% | +5.9% | -37.4% | -32.1% |
| 3Y | -38.7% | +58.8% | -97.5% | -42.0% |
| 5Y | -42.8% | +24.7% | -67.5% | -45.2% |
| All | +26.3% | +78.6% | -52.3% | +20.6% |
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