+19.2%
ACWI vs GNRC
-0.8%
+20.0%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.7% | -0.5% |
| 7D | -1.9% | -0.7% | -1.2% | -1.9% |
| 30D | -1.3% | -15.8% | +14.5% | +0.8% |
| 3M | +5.0% | -24.0% | +29.0% | +8.2% |
| 6M | +11.7% | -13.8% | +25.5% | +12.9% |
| YTD | +13.0% | +33.2% | -20.3% | +8.1% |
| 1Y | +19.2% | -1.8% | +21.0% | +17.7% |
| All | +19.2% | -0.8% | +20.0% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 1y: compounded portfolio wealth divided by compounded GNRC 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…
1y analysis · Full analysis span regression · 6 months rolling