+435.3%
GNRC vs TECH
+189.9%
+245.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.1% | +2.9% | +2.9% |
| 7D | -0.2% | -0.4% | +0.2% | 0.0% |
| 30D | -15.7% | 0.0% | -15.7% | -15.7% |
| 3M | -27.3% | +33.7% | -61.0% | -38.1% |
| 6M | -12.1% | +34.9% | -47.0% | -27.9% |
| YTD | +37.1% | +23.2% | +14.0% | +17.0% |
| 1Y | -0.5% | +36.3% | -36.8% | -20.4% |
| 3Y | +61.5% | +2.3% | +59.2% | +40.9% |
| 5Y | -58.6% | -42.9% | -15.7% | -48.2% |
| All | +435.3% | +189.9% | +245.4% | +181.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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