+55.0%
ACWI vs GEN
+32.5%
+22.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.6% | +0.5% |
| 7D | -2.4% | +2.3% | -4.6% | -2.8% |
| 30D | -5.2% | +33.1% | -38.2% | -10.5% |
| 3M | -4.8% | +6.5% | -11.3% | -6.5% |
| 6M | -1.3% | +53.8% | -55.1% | -11.3% |
| YTD | +8.4% | +11.2% | -2.8% | +4.7% |
| 1Y | +11.0% | +19.4% | -8.4% | +5.4% |
| 3Y | +70.6% | +81.0% | -10.5% | +45.3% |
| All | +55.0% | +32.5% | +22.5% | +37.5% |
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