+50.0%
EXPE vs GNRC
+17.5%
+32.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -9.5% | +20.1% | +10.5% |
| 7D | +14.6% | -6.0% | +20.6% | +14.5% |
| 30D | +21.4% | -12.0% | +33.4% | +21.6% |
| 3M | +1.4% | -13.4% | +14.8% | +1.8% |
| 6M | +28.6% | -26.4% | +55.0% | +28.5% |
| YTD | +12.1% | +38.8% | -26.7% | -4.7% |
| 1Y | +50.0% | +20.9% | +29.1% | +36.7% |
| All | +50.0% | +17.5% | +32.5% | +36.7% |
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