+14.9%
DIA vs GNRC
+17.5%
-2.7%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -9.5% | +12.6% | +3.8% |
| 7D | +1.6% | -6.0% | +7.6% | +2.0% |
| 30D | +4.1% | -12.0% | +16.1% | +5.0% |
| 3M | -1.0% | -13.4% | +12.4% | -0.1% |
| 6M | +9.7% | -26.4% | +36.0% | +11.7% |
| YTD | +12.2% | +38.8% | -26.7% | +4.1% |
| 1Y | +14.9% | +20.9% | -6.0% | +8.9% |
| All | +14.9% | +17.5% | -2.7% | +8.9% |
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