+8.3%
DIS vs GNRC
+17.5%
-9.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -9.5% | +13.7% | +4.2% |
| 7D | +9.1% | -6.0% | +15.1% | +9.0% |
| 30D | +14.8% | -12.0% | +26.8% | +14.8% |
| 3M | +21.2% | -13.4% | +34.6% | +21.6% |
| 6M | +18.3% | -26.4% | +44.7% | +18.8% |
| YTD | +5.4% | +38.8% | -33.5% | -4.3% |
| 1Y | +8.3% | +20.9% | -12.6% | +1.2% |
| All | +8.3% | +17.5% | -9.3% | +1.2% |
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