+11.9%
ACN vs GEN
+20.2%
-8.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.0% | -0.2% | +1.7% |
| 7D | +8.6% | +26.9% | -18.3% | -5.1% |
| 30D | +36.6% | +38.6% | -2.1% | +13.1% |
| 3M | +56.3% | +9.7% | +46.6% | +48.0% |
| 6M | +49.7% | +58.9% | -9.2% | +12.6% |
| YTD | +1.3% | +15.3% | -14.0% | -1.0% |
| 1Y | +11.9% | +21.8% | -9.9% | +5.1% |
| All | +11.9% | +20.2% | -8.2% | +5.1% |
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 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