+59.5%
ACWI vs GEN
+27.3%
+32.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +0.3% | -0.3% | +0.6% | +0.4% |
| 30D | -2.8% | +28.2% | -31.0% | -7.6% |
| 3M | -3.2% | +2.6% | -5.8% | -4.1% |
| 6M | +1.3% | +32.7% | -31.4% | -5.7% |
| YTD | +11.2% | +11.3% | 0.0% | +7.5% |
| 1Y | +13.8% | +17.9% | -4.2% | +8.3% |
| 3Y | +76.2% | +66.3% | +9.9% | +53.2% |
| 5Y | +59.5% | +31.7% | +27.8% | +39.5% |
| All | +59.5% | +27.3% | +32.2% | +39.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling