+1,145.9%
DELL vs GNRC
-58.7%
+1,204.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.9% | +9.0% | +11.1% |
| 7D | +8.2% | -0.2% | +8.4% | +8.4% |
| 30D | +17.1% | -15.7% | +32.8% | +22.9% |
| 3M | +45.2% | -27.3% | +72.5% | +57.9% |
| 6M | +286.8% | -12.1% | +298.8% | +297.3% |
| YTD | +354.8% | +37.1% | +317.7% | +307.5% |
| 1Y | +358.3% | -0.5% | +358.7% | +347.1% |
| 3Y | +724.9% | +61.5% | +663.4% | +601.9% |
| All | +1,145.9% | -58.7% | +1,204.6% | +1,155.1% |
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