+2,110.1%
GNRC vs RRX
+290.2%
+1,819.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.7% | -0.8% | +0.8% |
| 7D | -0.2% | -0.3% | +0.2% | 0.0% |
| 30D | -15.7% | -6.1% | -9.6% | -12.5% |
| 3M | -27.3% | -23.1% | -4.3% | -16.9% |
| 6M | -12.1% | -19.5% | +7.5% | -3.1% |
| YTD | +37.1% | +16.1% | +21.1% | +20.5% |
| 1Y | -0.5% | +12.9% | -13.4% | -11.6% |
| 3Y | +61.5% | +7.9% | +53.6% | +36.6% |
| 5Y | -58.6% | +19.1% | -77.7% | -66.9% |
| 10Y | +446.3% | +225.8% | +220.5% | +134.3% |
| All | +2,110.1% | +290.2% | +1,819.9% | +758.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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