+5.1%
GNRC vs GEN
+5.4%
-0.3%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.2% | +4.5% | +2.0% |
| 7D | +1.9% | -1.2% | +3.1% | +1.7% |
| 30D | -13.8% | +10.1% | -24.0% | -12.5% |
| 3M | -32.6% | +16.1% | -48.7% | -30.3% |
| 6M | -15.2% | +38.9% | -54.0% | -12.2% |
| YTD | +37.4% | +14.4% | +22.9% | +49.5% |
| 1Y | +5.1% | +5.9% | -0.7% | +16.5% |
| All | +5.1% | +5.4% | -0.3% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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