+25.7%
EMR vs GNRC
+17.5%
+8.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -9.5% | +12.0% | +4.5% |
| 7D | +1.6% | -6.0% | +7.6% | +2.8% |
| 30D | +5.0% | -12.0% | +17.0% | +7.6% |
| 3M | +7.7% | -13.4% | +21.1% | +10.4% |
| 6M | +26.8% | -26.4% | +53.1% | +34.6% |
| YTD | +29.9% | +38.8% | -9.0% | +13.8% |
| 1Y | +25.7% | +20.9% | +4.8% | +15.1% |
| All | +25.7% | +17.5% | +8.1% | +15.1% |
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 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