+486.8%
ASX vs GNRC
-57.0%
+543.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.9% | -1.7% |
| 7D | +12.4% | +7.9% | +4.5% | +9.5% |
| 30D | -19.8% | -3.7% | -16.1% | -18.1% |
| 3M | -10.3% | -11.9% | +1.6% | -6.1% |
| 6M | +1.2% | -28.6% | +29.9% | +13.9% |
| YTD | +123.0% | +39.9% | +83.1% | +107.3% |
| 1Y | +145.4% | +23.4% | +122.1% | +135.5% |
| 3Y | +368.6% | +84.2% | +284.4% | +289.3% |
| All | +486.8% | -57.0% | +543.8% | +449.0% |
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