+66.7%
AU vs GNRC
+0.9%
+65.8%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.9% | -2.4% | -0.2% |
| 7D | -4.3% | -0.2% | -4.1% | -4.2% |
| 30D | +7.3% | -15.7% | +23.0% | +11.9% |
| 3M | +26.3% | -27.3% | +53.7% | +35.2% |
| 6M | +1.8% | -12.1% | +13.8% | +2.7% |
| YTD | +26.8% | +37.1% | -10.3% | +13.3% |
| 1Y | +66.7% | -0.5% | +67.2% | +60.3% |
| All | +66.7% | +0.9% | +65.8% | +60.3% |
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