-28.8%
ACN vs GEN
+0.6%
-29.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | -6.3% | -2.9% | -3.4% | -4.4% |
| 30D | -1.4% | +2.1% | -3.4% | -2.8% |
| 3M | +2.6% | +19.7% | -17.1% | -8.5% |
| 6M | -14.3% | +33.3% | -47.6% | -27.2% |
| YTD | -33.1% | +11.1% | -44.2% | -33.5% |
| 1Y | -28.8% | +3.0% | -31.8% | -24.6% |
| All | -28.8% | +0.6% | -29.4% | -24.6% |
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 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