+435.3%
GNRC vs RGEN
+415.7%
+19.6%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.3% | +2.6% | +2.8% |
| 7D | -0.2% | -1.4% | +1.3% | +0.3% |
| 30D | -15.7% | -0.3% | -15.4% | -15.8% |
| 3M | -27.3% | +23.9% | -51.2% | -33.7% |
| 6M | -12.1% | +38.5% | -50.6% | -24.1% |
| YTD | +37.1% | +0.8% | +36.3% | +32.9% |
| 1Y | -0.5% | +38.2% | -38.7% | -15.0% |
| 3Y | +61.5% | +1.3% | +60.2% | +43.5% |
| 5Y | -58.6% | -44.0% | -14.6% | -56.0% |
| All | +435.3% | +415.7% | +19.6% | +187.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 10y: compounded portfolio wealth divided by compounded RGEN 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…
10y analysis · Full analysis span regression · 6 months rolling