+5.1%
GNRC vs NTR
+43.1%
-37.9%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.6% | +3.9% | +2.6% |
| 7D | +1.9% | +8.1% | -6.2% | +0.7% |
| 30D | -13.8% | +18.8% | -32.6% | -16.1% |
| 3M | -32.6% | +16.2% | -48.9% | -34.2% |
| 6M | -15.2% | +9.8% | -24.9% | -17.7% |
| YTD | +37.4% | +30.9% | +6.5% | +24.3% |
| 1Y | +5.1% | +41.8% | -36.6% | -9.2% |
| All | +5.1% | +43.1% | -37.9% | -9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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