+2,104.1%
GNRC vs TECH
+458.5%
+1,645.6%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -1.9% |
| 7D | +3.2% | -0.1% | +3.2% | +3.2% |
| 30D | -9.5% | +0.3% | -9.8% | -9.6% |
| 3M | -28.5% | +32.9% | -61.5% | -39.1% |
| 6M | -10.0% | +32.1% | -42.0% | -25.6% |
| YTD | +36.7% | +23.4% | +13.4% | +16.2% |
| 1Y | +2.6% | +34.1% | -31.5% | -17.7% |
| 3Y | +61.9% | +2.2% | +59.7% | +40.9% |
| 5Y | -59.0% | -41.8% | -17.2% | -49.8% |
| 10Y | +444.8% | +188.9% | +255.9% | +165.6% |
| All | +2,104.1% | +458.5% | +1,645.6% | +548.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling