+61.5%
GNRC vs BEN
+51.0%
+10.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +3.0% | +2.9% |
| 7D | -0.2% | -3.1% | +2.9% | +1.4% |
| 30D | -15.7% | +0.2% | -15.9% | -15.8% |
| 3M | -27.3% | +6.8% | -34.2% | -30.0% |
| 6M | -12.1% | +38.1% | -50.2% | -26.0% |
| YTD | +37.1% | +44.3% | -7.2% | +12.1% |
| 1Y | -0.5% | +42.6% | -43.0% | -18.3% |
| 3Y | +61.5% | +52.3% | +9.2% | +25.9% |
| All | +61.5% | +51.0% | +10.5% | +25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 3y: compounded portfolio wealth divided by compounded BEN 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…
3y analysis · Full analysis span regression · 6 months rolling