+1,995.9%
GEN vs ACGL
+4,853.1%
-2,857.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.0% | +0.3% | -2.0% |
| 7D | +2.3% | +0.9% | +1.4% | +2.1% |
| 30D | +33.1% | +13.7% | +19.3% | +29.3% |
| 3M | +6.5% | +8.0% | -1.6% | +4.7% |
| 6M | +53.8% | +13.3% | +40.5% | +49.5% |
| YTD | +11.2% | +11.8% | -0.6% | +8.2% |
| 1Y | +19.4% | +22.2% | -2.9% | +13.8% |
| 3Y | +81.0% | +32.5% | +48.6% | +67.6% |
| 5Y | +33.4% | +160.2% | -126.7% | +4.4% |
| 10Y | +164.3% | +338.5% | -174.2% | +75.9% |
| All | +1,995.9% | +4,853.1% | -2,857.1% | +873.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling