+195.6%
EQT vs GNRC
-59.9%
+255.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.6% | +3.2% | +1.0% |
| 7D | -1.2% | -0.7% | -0.4% | -1.1% |
| 30D | +1.1% | -15.8% | +16.9% | +3.7% |
| 3M | +4.8% | -24.0% | +28.8% | +8.5% |
| 6M | -10.6% | -13.8% | +3.2% | -10.2% |
| YTD | +3.4% | +33.2% | -29.8% | -4.7% |
| 1Y | +8.7% | -1.8% | +10.5% | +5.2% |
| 3Y | +35.0% | +57.7% | -22.8% | +16.1% |
| All | +195.6% | -59.9% | +255.4% | +192.8% |
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