+2,179.7%
GNRC vs EXPD
+631.7%
+1,548.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.1% | -0.9% |
| 7D | +11.9% | +3.6% | +8.3% | +9.6% |
| 30D | -10.0% | +0.3% | -10.3% | -9.8% |
| 3M | -13.1% | +6.1% | -19.1% | -16.0% |
| 6M | -28.5% | +27.4% | -55.8% | -38.5% |
| YTD | +41.4% | +32.0% | +9.4% | +16.2% |
| 1Y | +18.8% | +40.5% | -21.8% | -6.4% |
| 3Y | +86.3% | +75.7% | +10.6% | +23.3% |
| 5Y | -56.8% | +61.7% | -118.6% | -69.6% |
| 10Y | +382.1% | +336.8% | +45.3% | +86.9% |
| All | +2,179.7% | +631.7% | +1,548.1% | +591.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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