+59.1%
ACWI vs GEN
+33.3%
+25.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.7% | -0.7% |
| 7D | +2.4% | +2.0% | +0.4% | +2.0% |
| 30D | -1.7% | +27.7% | -29.4% | -6.4% |
| 3M | -3.9% | +3.3% | -7.2% | -5.0% |
| 6M | +0.8% | +31.8% | -31.0% | -5.9% |
| YTD | +11.0% | +13.5% | -2.5% | +6.9% |
| 1Y | +13.1% | +16.0% | -3.0% | +8.2% |
| 3Y | +73.9% | +70.6% | +3.3% | +50.5% |
| All | +59.1% | +33.3% | +25.8% | +38.6% |
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