+2,154.8%
GNRC vs IBB
+703.9%
+1,450.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.8% |
| 7D | +7.9% | -0.5% | +8.4% | +8.5% |
| 30D | -3.7% | +4.6% | -8.2% | -6.8% |
| 3M | -11.9% | +6.8% | -18.8% | -16.7% |
| 6M | -28.6% | +23.1% | -51.7% | -39.8% |
| YTD | +39.9% | +26.0% | +13.9% | +15.2% |
| 1Y | +23.4% | +30.4% | -7.0% | -1.0% |
| 3Y | +84.2% | +85.4% | -1.2% | +12.0% |
| 5Y | -57.3% | +39.7% | -97.0% | -66.8% |
| 10Y | +376.8% | +127.1% | +249.7% | +169.2% |
| All | +2,154.8% | +703.9% | +1,450.9% | +267.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling