+221.6%
ACWI vs GEN
+151.0%
+70.6%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.6% |
| 7D | -0.2% | +1.0% | -1.2% | -0.3% |
| 30D | -3.3% | +29.1% | -32.4% | -7.9% |
| 3M | -3.4% | +2.9% | -6.3% | -4.5% |
| 6M | +0.8% | +33.6% | -32.8% | -5.6% |
| YTD | +10.7% | +12.0% | -1.3% | +6.7% |
| 1Y | +11.6% | +16.2% | -4.6% | +6.8% |
| 3Y | +73.4% | +65.1% | +8.3% | +53.7% |
| 5Y | +60.2% | +33.3% | +26.9% | +45.3% |
| 10Y | +221.6% | +149.7% | +71.9% | +147.2% |
| All | +221.6% | +151.0% | +70.6% | +147.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling