+11.0%
ACWI vs GEN
+17.5%
-6.5%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.6% | +0.1% |
| 7D | -2.4% | +2.3% | -4.6% | -2.5% |
| 30D | -5.2% | +33.1% | -38.2% | -7.0% |
| 3M | -4.8% | +6.5% | -11.3% | -5.1% |
| 6M | -1.3% | +53.8% | -55.1% | -6.0% |
| YTD | +8.4% | +11.2% | -2.8% | +7.2% |
| 1Y | +11.0% | +19.4% | -8.4% | +8.3% |
| All | +11.0% | +17.5% | -6.5% | +8.3% |
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