+2,110.1%
GNRC vs MDY
+552.3%
+1,557.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.8% | +2.1% | +2.0% |
| 7D | -0.2% | -1.9% | +1.7% | +2.1% |
| 30D | -15.7% | -4.6% | -11.1% | -10.6% |
| 3M | -27.3% | -1.2% | -26.1% | -25.8% |
| 6M | -12.1% | +9.2% | -21.3% | -19.7% |
| YTD | +37.1% | +13.1% | +24.1% | +20.6% |
| 1Y | -0.5% | +13.0% | -13.5% | -11.8% |
| 3Y | +61.5% | +49.2% | +12.3% | +4.8% |
| 5Y | -58.6% | +47.2% | -105.8% | -70.8% |
| 10Y | +446.3% | +176.0% | +270.3% | +97.8% |
| All | +2,110.1% | +552.3% | +1,557.8% | +310.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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