+143.3%
DELL vs GNRC
+17.5%
+125.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -9.5% | +0.7% | -5.1% |
| 7D | -24.6% | -6.0% | -18.6% | -22.6% |
| 30D | -32.5% | -12.0% | -20.5% | -28.9% |
| 3M | -20.2% | -13.4% | -6.8% | -16.0% |
| 6M | +76.5% | -26.4% | +102.8% | +91.8% |
| YTD | +198.9% | +38.8% | +160.1% | +150.4% |
| 1Y | +143.3% | +20.9% | +122.4% | +121.6% |
| All | +143.3% | +17.5% | +125.8% | +121.6% |
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