+440.2%
ACWI vs GNRC
+2,151.7%
-1,711.5%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | +2.7% | +11.9% | -9.2% | +0.3% |
| 30D | -2.6% | -10.0% | +7.4% | -0.9% |
| 3M | -3.2% | -13.1% | +9.9% | -1.4% |
| 6M | +1.9% | -28.5% | +30.3% | +7.0% |
| YTD | +11.3% | +41.4% | -30.1% | +0.5% |
| 1Y | +11.7% | +18.8% | -7.1% | +4.2% |
| 3Y | +74.4% | +86.3% | -11.9% | +43.8% |
| 5Y | +59.5% | -56.8% | +116.3% | +68.2% |
| 10Y | +225.2% | +382.1% | -156.8% | +92.6% |
| All | +440.2% | +2,151.7% | -1,711.5% | +110.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling