+5.1%
GNRC vs BTG
+38.4%
-33.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.4% | +3.8% | +2.6% |
| 7D | +1.9% | -0.9% | +2.8% | +2.0% |
| 30D | -13.8% | +36.8% | -50.7% | -19.5% |
| 3M | -32.6% | +23.1% | -55.7% | -35.7% |
| 6M | -15.2% | +3.5% | -18.7% | -16.4% |
| YTD | +37.4% | +25.5% | +11.9% | +27.8% |
| 1Y | +5.1% | +40.1% | -34.9% | 0.0% |
| All | +5.1% | +38.4% | -33.2% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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