-14.2%
ACN vs GEN
+63.2%
-77.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -2.5% | -0.3% | -2.2% | -2.4% |
| 30D | +22.6% | +28.2% | -5.5% | +9.7% |
| 3M | +45.9% | +2.6% | +43.3% | +43.4% |
| 6M | +43.8% | +32.7% | +11.1% | +27.4% |
| YTD | -2.5% | +11.3% | -13.7% | -8.7% |
| 1Y | +6.5% | +17.9% | -11.5% | -2.1% |
| 3Y | -14.2% | +66.3% | -80.5% | -26.8% |
| All | -14.2% | +63.2% | -77.4% | -26.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling