-57.4%
GNRC vs FND
-63.3%
+5.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.0% | +1.9% | +2.4% |
| 7D | -0.2% | -5.8% | +5.6% | +2.9% |
| 30D | -15.7% | -20.2% | +4.5% | -5.3% |
| 3M | -27.3% | -12.0% | -15.4% | -23.7% |
| 6M | -12.1% | -18.5% | +6.5% | -5.3% |
| YTD | +37.1% | -22.3% | +59.4% | +49.6% |
| 1Y | -0.5% | -47.6% | +47.2% | +36.0% |
| 3Y | +61.5% | -49.8% | +111.3% | +104.7% |
| All | -57.4% | -63.3% | +5.9% | -42.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling