+1,008.4%
ASX vs GNRC
+377.3%
+631.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.5% | -3.8% |
| 7D | +22.1% | +11.9% | +10.2% | +17.4% |
| 30D | -23.8% | -10.0% | -13.8% | -20.2% |
| 3M | -7.6% | -13.1% | +5.5% | -2.7% |
| 6M | +6.9% | -28.5% | +35.4% | +21.1% |
| YTD | +127.7% | +41.4% | +86.2% | +106.0% |
| 1Y | +144.5% | +18.8% | +125.8% | +133.1% |
| 3Y | +377.8% | +86.3% | +291.5% | +278.3% |
| 5Y | +498.2% | -56.8% | +555.1% | +615.0% |
| All | +1,008.4% | +377.3% | +631.1% | +457.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling