+356.8%
ACWI vs GEN
+404.0%
-47.2%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.1% | +0.6% |
| 7D | +0.5% | -1.2% | +1.7% | +0.8% |
| 30D | +0.9% | +10.1% | -9.3% | -2.1% |
| 3M | +2.4% | +16.1% | -13.7% | -2.5% |
| 6M | +12.4% | +38.9% | -26.5% | +0.7% |
| YTD | +15.2% | +14.4% | +0.7% | +9.0% |
| 1Y | +22.7% | +5.9% | +16.8% | +18.7% |
| 3Y | +75.8% | +58.8% | +17.0% | +47.4% |
| 5Y | +67.7% | +24.7% | +43.1% | +47.5% |
| 10Y | +229.0% | +163.1% | +65.9% | +101.8% |
| All | +356.8% | +404.0% | -47.2% | +83.7% |
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