+20.9%
GNRC vs FND
-10.3%
+31.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | +10.9% | -20.5% | -12.2% |
| 7D | -6.0% | +12.3% | -18.3% | -9.2% |
| 30D | -12.0% | +14.7% | -26.8% | -15.8% |
| 3M | -13.4% | -12.0% | -1.4% | -10.2% |
| 6M | -26.4% | +10.8% | -37.1% | -29.7% |
| YTD | +38.8% | -12.3% | +51.1% | +38.1% |
| 1Y | +20.9% | -13.4% | +34.3% | +20.3% |
| All | +20.9% | -10.3% | +31.2% | +20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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