+2,052.9%
GEN vs ACGL
+5,005.0%
-2,952.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | +8.5% | +6.4% | +2.1% | +7.0% |
| 30D | +34.2% | +16.6% | +17.6% | +29.7% |
| 3M | +10.0% | +11.6% | -1.6% | +7.3% |
| 6M | +56.8% | +17.5% | +39.3% | +51.1% |
| YTD | +14.2% | +15.3% | -1.0% | +10.3% |
| 1Y | +20.8% | +26.3% | -5.5% | +14.2% |
| 3Y | +84.1% | +35.9% | +48.1% | +69.4% |
| 5Y | +37.1% | +168.2% | -131.1% | +6.5% |
| 10Y | +171.5% | +352.0% | -180.5% | +79.5% |
| All | +2,052.9% | +5,005.0% | -2,952.0% | +893.4% |
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