-57.4%
GNRC vs BEN
+36.0%
-93.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +3.0% | +2.9% |
| 7D | -0.2% | -3.1% | +2.9% | +1.9% |
| 30D | -15.7% | +0.2% | -15.9% | -15.8% |
| 3M | -27.3% | +6.8% | -34.2% | -30.9% |
| 6M | -12.1% | +38.1% | -50.2% | -30.1% |
| YTD | +37.1% | +44.3% | -7.2% | +5.1% |
| 1Y | -0.5% | +42.6% | -43.0% | -23.5% |
| 3Y | +61.5% | +52.3% | +9.2% | +13.9% |
| All | -57.4% | +36.0% | -93.4% | -68.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling