+1,997.4%
GNRC vs PSLV
+109.5%
+1,887.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.3% | +2.6% | +2.9% |
| 7D | -0.2% | -3.5% | +3.3% | +0.3% |
| 30D | -15.7% | -2.1% | -13.6% | -15.5% |
| 3M | -27.3% | -1.6% | -25.7% | -27.3% |
| 6M | -12.1% | -25.5% | +13.4% | -8.7% |
| YTD | +37.1% | -11.4% | +48.5% | +36.4% |
| 1Y | -0.5% | +48.6% | -49.0% | -8.7% |
| 3Y | +61.5% | +166.9% | -105.4% | +34.7% |
| 5Y | -58.6% | +152.4% | -211.0% | -65.5% |
| 10Y | +446.3% | +187.8% | +258.5% | +339.7% |
| All | +1,997.4% | +109.5% | +1,887.9% | +1,565.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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