+7.0%
GD vs GNRC
+15.1%
-8.0%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.7% | +5.2% | +1.7% |
| 7D | -1.9% | -13.1% | +11.3% | -1.3% |
| 30D | +10.9% | -19.2% | +30.1% | +11.9% |
| 3M | -6.8% | -11.8% | +5.0% | -6.2% |
| 6M | +7.0% | -32.5% | +39.5% | +8.6% |
| YTD | +11.1% | +33.3% | -22.2% | -0.3% |
| 1Y | +7.0% | +16.0% | -9.0% | -1.6% |
| All | +7.0% | +15.1% | -8.0% | -1.6% |
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