-59.7%
GNRC vs GEN
+21.5%
-81.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.7% | -3.3% | -2.8% |
| 7D | -0.7% | -4.3% | +3.6% | +0.7% |
| 30D | -15.8% | +3.8% | -19.6% | -17.2% |
| 3M | -24.0% | +22.3% | -46.3% | -30.4% |
| 6M | -13.8% | +39.0% | -52.7% | -26.4% |
| YTD | +33.2% | +11.9% | +21.3% | +25.2% |
| 1Y | -1.8% | +4.5% | -6.3% | -4.6% |
| 3Y | +57.7% | +59.0% | -1.3% | +21.3% |
| 5Y | -59.7% | +22.0% | -81.7% | -66.8% |
| All | -59.7% | +21.5% | -81.2% | -66.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling