+21.8%
GEN vs ACGL
+28.7%
-6.9%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.7% | +1.3% | +3.1% |
| 7D | +26.9% | +8.0% | +18.9% | +24.1% |
| 30D | +38.6% | +17.3% | +21.3% | +33.2% |
| 3M | +9.7% | +11.2% | -1.5% | +6.5% |
| 6M | +58.9% | +18.2% | +40.7% | +54.5% |
| YTD | +15.3% | +15.4% | -0.1% | +10.4% |
| 1Y | +21.8% | +26.5% | -4.7% | +10.5% |
| All | +21.8% | +28.7% | -6.9% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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