+33.9%
AAPL vs GNRC
+6.8%
+27.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.4% | -4.9% | -2.6% |
| 7D | +0.1% | +1.9% | -1.8% | 0.0% |
| 30D | +3.0% | -13.8% | +16.8% | +3.6% |
| 3M | +2.9% | -32.6% | +35.5% | +4.7% |
| 6M | +22.1% | -15.2% | +37.3% | +21.0% |
| YTD | +18.0% | +37.4% | -19.4% | +13.4% |
| 1Y | +33.9% | +5.1% | +28.8% | +31.1% |
| All | +33.9% | +6.8% | +27.2% | +31.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling