+6,278.5%
FIX vs GNRC
+447.3%
+5,831.1%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.0% | -0.1% | -1.3% |
| 7D | +3.5% | +3.2% | +0.4% | +2.4% |
| 30D | -3.5% | -9.5% | +6.0% | +0.2% |
| 3M | -11.8% | -28.5% | +16.8% | +0.1% |
| 6M | +17.8% | -10.0% | +27.8% | +22.6% |
| YTD | +73.3% | +36.7% | +36.6% | +55.3% |
| 1Y | +128.1% | +2.6% | +125.5% | +124.8% |
| 3Y | +772.7% | +61.9% | +710.8% | +622.4% |
| 5Y | +2,166.5% | -59.0% | +2,225.5% | +2,690.8% |
| All | +6,278.5% | +447.3% | +5,831.1% | +2,270.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling