+2,104.1%
GNRC vs SPXU
-100.0%
+2,204.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.4% | -3.4% | -1.3% |
| 7D | +3.2% | +1.3% | +1.9% | +3.8% |
| 30D | -9.5% | +5.1% | -14.6% | -7.4% |
| 3M | -28.5% | -9.1% | -19.4% | -30.4% |
| 6M | -10.0% | -29.6% | +19.6% | -20.2% |
| YTD | +36.7% | -27.7% | +64.4% | +23.7% |
| 1Y | +2.6% | -37.0% | +39.5% | -11.2% |
| 3Y | +61.9% | -80.2% | +142.1% | -2.8% |
| 5Y | -59.0% | -86.0% | +27.0% | -72.5% |
| 10Y | +444.8% | -99.5% | +544.3% | +44.0% |
| All | +2,104.1% | -100.0% | +2,204.1% | +151.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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