+2,148.2%
GNRC vs GEN
+393.4%
+1,754.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.7% | +4.3% | +2.3% |
| 7D | +4.8% | -0.7% | +5.5% | +5.0% |
| 30D | -10.4% | +2.6% | -13.0% | -11.4% |
| 3M | -28.5% | +15.8% | -44.2% | -32.4% |
| 6M | -6.8% | +33.1% | -39.9% | -16.8% |
| YTD | +39.5% | +11.3% | +28.2% | +31.4% |
| 1Y | +3.4% | +1.7% | +1.7% | +0.4% |
| 3Y | +65.1% | +58.1% | +7.0% | +37.4% |
| 5Y | -57.1% | +20.6% | -77.7% | -61.7% |
| 10Y | +432.5% | +149.0% | +283.5% | +252.2% |
| All | +2,148.2% | +393.4% | +1,754.8% | +876.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling