+5.1%
GNRC vs INDA
-5.0%
+10.1%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | +1.9% | +0.7% | +1.2% | +1.4% |
| 30D | -13.8% | -0.8% | -13.0% | -13.3% |
| 3M | -32.6% | +3.9% | -36.6% | -34.1% |
| 6M | -15.2% | -0.7% | -14.5% | -16.6% |
| YTD | +37.4% | -7.7% | +45.0% | +36.2% |
| 1Y | +5.1% | -5.1% | +10.2% | 0.0% |
| All | +5.1% | -5.0% | +10.1% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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