-59.7%
GNRC vs RVTY
-34.5%
-25.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.3% | -0.2% | -1.3% |
| 7D | -0.7% | -7.4% | +6.7% | +3.3% |
| 30D | -15.8% | +4.5% | -20.3% | -18.1% |
| 3M | -24.0% | +19.5% | -43.5% | -31.8% |
| 6M | -13.8% | +34.1% | -47.9% | -28.4% |
| YTD | +33.2% | +25.3% | +8.0% | +13.5% |
| 1Y | -1.8% | +47.0% | -48.8% | -24.2% |
| 3Y | +57.7% | +14.1% | +43.6% | +34.3% |
| 5Y | -59.7% | -34.6% | -25.2% | -48.4% |
| All | -59.7% | -34.5% | -25.2% | -48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 5y: compounded portfolio wealth divided by compounded RVTY 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…
5y analysis · Full analysis span regression · 6 months rolling