+420.1%
GNRC vs ALLE
+154.9%
+265.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.4% |
| 7D | -0.7% | -2.8% | +2.0% | +1.2% |
| 30D | -15.8% | -10.2% | -5.6% | -9.4% |
| 3M | -24.0% | +17.4% | -41.5% | -32.8% |
| 6M | -13.8% | +3.3% | -17.1% | -16.8% |
| YTD | +33.2% | -4.2% | +37.5% | +34.3% |
| 1Y | -1.8% | -10.5% | +8.7% | +4.0% |
| 3Y | +57.7% | +45.4% | +12.3% | +17.6% |
| 5Y | -59.7% | +11.9% | -71.7% | -64.6% |
| All | +420.1% | +154.9% | +265.2% | +180.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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