+68.0%
ACWI vs GEN
+24.6%
+43.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.1% | +0.4% |
| 7D | +0.5% | -1.2% | +1.7% | +0.7% |
| 30D | +0.9% | +10.1% | -9.3% | -1.3% |
| 3M | +2.4% | +16.1% | -13.7% | -1.1% |
| 6M | +12.4% | +38.9% | -26.5% | +3.7% |
| YTD | +15.2% | +14.4% | +0.7% | +11.0% |
| 1Y | +22.7% | +5.9% | +16.8% | +20.4% |
| 3Y | +75.8% | +58.8% | +17.0% | +55.0% |
| All | +68.0% | +24.6% | +43.4% | +51.2% |
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 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