+2,368.0%
ACN vs GEN
+1,635.1%
+733.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +13.6% |
| 3M | +45.9% | +2.6% | +43.3% | +44.0% |
| 6M | +43.8% | +32.7% | +11.1% | +31.7% |
| YTD | -2.5% | +11.3% | -13.7% | -6.1% |
| 1Y | +6.5% | +17.9% | -11.5% | +0.8% |
| 3Y | -14.2% | +66.3% | -80.5% | -27.3% |
| 5Y | -24.4% | +31.7% | -56.1% | -32.9% |
| 10Y | +156.3% | +150.0% | +6.3% | +75.4% |
| All | +2,368.0% | +1,635.1% | +733.0% | +794.7% |
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