+330.1%
ACWI vs GEN
+403.2%
-73.1%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.9% | -2.9% | -3.6% |
| 7D | -4.0% | +8.5% | -12.5% | -6.2% |
| 30D | -5.8% | +34.2% | -40.0% | -13.8% |
| 3M | -5.0% | +10.0% | -15.0% | -8.7% |
| 6M | +0.7% | +56.8% | -56.1% | -13.6% |
| YTD | +8.4% | +14.2% | -5.8% | +1.6% |
| 1Y | +10.1% | +20.8% | -10.7% | +1.3% |
| 3Y | +70.8% | +84.1% | -13.3% | +35.5% |
| 5Y | +55.4% | +37.1% | +18.3% | +31.3% |
| 10Y | +223.3% | +171.5% | +51.8% | +94.2% |
| All | +330.1% | +403.2% | -73.1% | +71.2% |
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 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