+13.4%
GNE vs SPY
+9.8%
+3.7%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.4% | +2.2% | -0.9% |
| 7D | +2.1% | -4.7% | +6.9% | +3.5% |
| 30D | +1.8% | -5.9% | +7.7% | +3.5% |
| 3M | +19.0% | -4.5% | +23.5% | +20.4% |
| 6M | +17.8% | +1.8% | +16.0% | +15.3% |
| YTD | +23.2% | +8.3% | +14.8% | +14.9% |
| 1Y | +13.4% | +9.3% | +4.1% | +5.0% |
| All | +13.4% | +9.8% | +3.7% | +5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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