-0.5%
GNRC vs GEN
+5.1%
-5.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.0% | +2.0% | +3.1% |
| 7D | -0.2% | -1.3% | +1.1% | -0.4% |
| 30D | -15.7% | +6.1% | -21.9% | -14.9% |
| 3M | -27.3% | +27.0% | -54.3% | -25.0% |
| 6M | -12.1% | +43.9% | -55.9% | -9.8% |
| YTD | +37.1% | +13.0% | +24.1% | +48.6% |
| 1Y | -0.5% | +4.0% | -4.5% | +5.3% |
| All | -0.5% | +5.1% | -5.5% | +5.3% |
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