+289.3%
GNRC vs NTR
+97.9%
+191.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.4% | +3.3% | +3.1% |
| 7D | -0.2% | -1.3% | +1.1% | +0.3% |
| 30D | -15.7% | +16.8% | -32.5% | -20.9% |
| 3M | -27.3% | +20.7% | -48.1% | -33.2% |
| 6M | -12.1% | +0.5% | -12.6% | -13.7% |
| YTD | +37.1% | +29.2% | +7.9% | +20.6% |
| 1Y | -0.5% | +39.6% | -40.1% | -15.6% |
| 3Y | +61.5% | +37.9% | +23.6% | +34.2% |
| 5Y | -58.6% | +47.1% | -105.6% | -68.9% |
| All | +289.3% | +97.9% | +191.4% | +146.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling