+1,697.2%
ACN vs GEN
+1,684.5%
+12.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.2% | -1.1% | -2.7% |
| 7D | -1.5% | -1.2% | -0.3% | -1.2% |
| 30D | +9.4% | +10.1% | -0.8% | +6.2% |
| 3M | +5.6% | +16.1% | -10.4% | +1.2% |
| 6M | -9.3% | +38.9% | -48.1% | -17.8% |
| YTD | -29.0% | +14.4% | -43.4% | -31.8% |
| 1Y | -24.7% | +5.9% | -30.5% | -26.1% |
| 3Y | -39.8% | +58.8% | -98.6% | -48.2% |
| 5Y | -40.9% | +24.7% | -65.6% | -46.6% |
| 10Y | +91.1% | +163.1% | -72.0% | +29.2% |
| All | +1,697.2% | +1,684.5% | +12.7% | +549.7% |
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