+2,193.0%
GNRC vs LII
+953.4%
+1,239.6%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.8% | +5.9% | +6.2% |
| 7D | +2.5% | -2.3% | +4.8% | +4.1% |
| 30D | -11.2% | -1.7% | -9.5% | -11.4% |
| 3M | -10.1% | -18.3% | +8.2% | -0.1% |
| 6M | -28.5% | -32.3% | +3.8% | -12.9% |
| YTD | +42.3% | -27.1% | +69.4% | +64.4% |
| 1Y | +22.8% | -27.2% | +50.0% | +42.0% |
| 3Y | +87.3% | -8.9% | +96.3% | +80.9% |
| 5Y | -56.9% | +19.7% | -76.6% | -64.9% |
| 10Y | +384.9% | +168.9% | +216.0% | +146.5% |
| All | +2,193.0% | +953.4% | +1,239.6% | +458.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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