+330.0%
ACWI vs GEN
+389.9%
-59.9%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.6% | +0.7% |
| 7D | -2.4% | +2.3% | -4.6% | -3.0% |
| 30D | -5.2% | +33.1% | -38.2% | -13.1% |
| 3M | -4.8% | +6.5% | -11.3% | -7.7% |
| 6M | -1.3% | +53.8% | -55.1% | -14.9% |
| YTD | +8.4% | +11.2% | -2.8% | +2.3% |
| 1Y | +11.0% | +19.4% | -8.4% | +2.5% |
| 3Y | +70.6% | +81.0% | -10.5% | +35.9% |
| 5Y | +55.3% | +33.4% | +21.9% | +32.2% |
| 10Y | +223.2% | +164.3% | +58.9% | +95.5% |
| All | +330.0% | +389.9% | -59.9% | +72.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling