+61.5%
GNRC vs UUUU
+74.5%
-13.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -5.0% | +7.9% | +3.7% |
| 7D | -0.2% | -10.5% | +10.3% | +1.4% |
| 30D | -15.7% | -10.5% | -5.2% | -14.5% |
| 3M | -27.3% | -14.1% | -13.2% | -26.0% |
| 6M | -12.1% | -35.5% | +23.4% | -8.1% |
| YTD | +37.1% | -10.9% | +48.1% | +37.3% |
| 1Y | -0.5% | +3.4% | -3.8% | -3.7% |
| 3Y | +61.5% | +73.1% | -11.6% | +35.5% |
| All | +61.5% | +74.5% | -13.0% | +35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 3y: compounded portfolio wealth divided by compounded UUUU 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…
3y analysis · Full analysis span regression · 6 months rolling