+479.4%
ASX vs GNRC
-58.2%
+537.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.0% | +5.5% | +4.2% |
| 7D | +11.1% | +3.2% | +7.9% | +10.0% |
| 30D | +9.6% | -9.5% | +19.1% | +13.0% |
| 3M | +18.6% | -28.5% | +47.2% | +32.3% |
| 6M | +92.1% | -10.0% | +102.1% | +100.8% |
| YTD | +158.5% | +36.7% | +121.7% | +140.3% |
| 1Y | +271.9% | +2.6% | +269.3% | +270.3% |
| 3Y | +465.2% | +61.9% | +403.3% | +380.6% |
| 5Y | +479.4% | -59.0% | +538.5% | +532.8% |
| All | +479.4% | -58.2% | +537.6% | +532.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling