+2,429.2%
ASX vs GNRC
+2,087.1%
+342.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.4% | -2.2% | -0.5% |
| 7D | -0.7% | +1.9% | -2.6% | -1.3% |
| 30D | +2.0% | -13.8% | +15.8% | +6.2% |
| 3M | -1.3% | -32.6% | +31.3% | +10.6% |
| 6M | +71.4% | -15.2% | +86.6% | +80.5% |
| YTD | +135.3% | +37.4% | +97.9% | +117.5% |
| 1Y | +267.5% | +5.1% | +262.3% | +261.2% |
| 3Y | +388.5% | +57.5% | +331.0% | +319.8% |
| 5Y | +417.1% | -58.7% | +475.8% | +481.0% |
| 10Y | +872.7% | +395.5% | +477.2% | +512.4% |
| All | +2,429.2% | +2,087.1% | +342.1% | +1,002.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling