+20.9%
GNRC vs BTG
+24.4%
-3.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | +8.7% | -18.3% | -11.6% |
| 7D | -6.0% | -0.2% | -5.8% | -6.1% |
| 30D | -12.0% | -0.8% | -11.2% | -11.9% |
| 3M | -13.4% | +31.8% | -45.2% | -18.9% |
| 6M | -26.4% | +20.4% | -46.8% | -29.7% |
| YTD | +38.8% | +14.7% | +24.1% | +28.3% |
| 1Y | +20.9% | +29.4% | -8.4% | +6.9% |
| All | +20.9% | +24.4% | -3.5% | +6.9% |
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