+435.3%
GNRC vs GEN
+159.8%
+275.5%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.0% | +2.0% | +2.7% |
| 7D | -0.2% | -1.3% | +1.1% | +0.1% |
| 30D | -15.7% | +6.1% | -21.9% | -17.3% |
| 3M | -27.3% | +27.0% | -54.3% | -32.7% |
| 6M | -12.1% | +43.9% | -55.9% | -22.4% |
| YTD | +37.1% | +13.0% | +24.1% | +29.7% |
| 1Y | -0.5% | +4.0% | -4.5% | -3.3% |
| 3Y | +61.5% | +66.2% | -4.7% | +35.1% |
| 5Y | -58.6% | +23.2% | -81.7% | -63.1% |
| All | +435.3% | +159.8% | +275.5% | +291.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling