+77.6%
ACWI vs GNRC
+62.7%
+14.9%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.7% |
| 7D | +1.1% | +4.8% | -3.8% | +0.3% |
| 30D | -0.2% | -10.4% | +10.2% | +1.5% |
| 3M | +4.7% | -28.5% | +33.1% | +9.9% |
| 6M | +14.5% | -6.8% | +21.2% | +14.3% |
| YTD | +14.6% | +39.5% | -24.9% | +5.9% |
| 1Y | +21.4% | +3.4% | +18.0% | +17.9% |
| 3Y | +77.6% | +65.1% | +12.5% | +54.0% |
| All | +77.6% | +62.7% | +14.9% | +54.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling