-59.0%
GNRC vs IBB
+20.0%
-79.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -1.0% |
| 7D | +3.2% | -3.9% | +7.1% | +7.4% |
| 30D | -9.5% | +2.7% | -12.2% | -12.7% |
| 3M | -28.5% | +21.4% | -49.9% | -42.8% |
| 6M | -10.0% | +20.1% | -30.0% | -27.8% |
| YTD | +36.7% | +21.9% | +14.9% | +7.3% |
| 1Y | +2.6% | +44.1% | -41.6% | -33.8% |
| 3Y | +61.9% | +63.4% | -1.5% | -13.3% |
| 5Y | -59.0% | +19.8% | -78.8% | -69.6% |
| All | -59.0% | +20.0% | -79.0% | -69.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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