+6,182.4%
FIX vs GNRC
+433.2%
+5,749.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.6% | +1.1% | -0.6% |
| 7D | +0.7% | -0.7% | +1.4% | +1.0% |
| 30D | -5.7% | -15.8% | +10.1% | +0.6% |
| 3M | -7.4% | -24.0% | +16.6% | +2.8% |
| 6M | +15.1% | -13.8% | +28.9% | +21.6% |
| YTD | +70.7% | +33.2% | +37.5% | +54.4% |
| 1Y | +111.9% | -1.8% | +113.8% | +112.1% |
| 3Y | +759.5% | +57.7% | +701.8% | +618.4% |
| 5Y | +2,164.4% | -59.7% | +2,224.1% | +2,704.0% |
| All | +6,182.4% | +433.2% | +5,749.2% | +2,257.0% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling