+977.1%
BE vs GNRC
+262.1%
+715.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.0% | -0.9% | -1.4% |
| 7D | +23.9% | +3.2% | +20.8% | +21.4% |
| 30D | +27.8% | -9.5% | +37.4% | +37.6% |
| 3M | +3.7% | -28.5% | +32.3% | +35.3% |
| 6M | +78.0% | -10.0% | +87.9% | +100.5% |
| YTD | +209.9% | +36.7% | +173.2% | +161.3% |
| 1Y | +389.6% | +2.6% | +387.0% | +406.4% |
| 3Y | +1,730.6% | +61.9% | +1,668.7% | +1,243.9% |
| 5Y | +1,227.8% | -59.0% | +1,286.8% | +2,254.9% |
| All | +977.1% | +262.1% | +715.0% | +299.5% |
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