+2,104.1%
GNRC vs BEN
+95.8%
+2,008.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.4% | -1.1% |
| 7D | +3.2% | +3.4% | -0.2% | +1.3% |
| 30D | -9.5% | +1.8% | -11.3% | -10.4% |
| 3M | -28.5% | +8.4% | -36.9% | -31.9% |
| 6M | -10.0% | +35.6% | -45.6% | -24.8% |
| YTD | +36.7% | +46.4% | -9.6% | +9.1% |
| 1Y | +2.6% | +46.3% | -43.8% | -18.5% |
| 3Y | +61.9% | +54.6% | +7.3% | +21.5% |
| 5Y | -59.0% | +39.4% | -98.4% | -67.4% |
| 10Y | +444.8% | +57.6% | +387.2% | +262.5% |
| All | +2,104.1% | +95.8% | +2,008.2% | +1,255.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling