+20.9%
GNRC vs BB
+88.0%
-67.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | +7.0% | -16.5% | -11.3% |
| 7D | -6.0% | -6.8% | +0.8% | -4.4% |
| 30D | -12.0% | -3.5% | -8.5% | -11.6% |
| 3M | -13.4% | -1.2% | -12.2% | -14.0% |
| 6M | -26.4% | +57.0% | -83.3% | -36.5% |
| YTD | +38.8% | +131.1% | -92.3% | +6.6% |
| 1Y | +20.9% | +87.6% | -66.7% | +1.6% |
| All | +20.9% | +88.0% | -67.1% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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