+2,047.2%
GNRC vs UUUU
+29.8%
+2,017.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -6.3% | +3.7% | -1.8% |
| 7D | -0.7% | -5.0% | +4.3% | -0.1% |
| 30D | -15.8% | -7.8% | -8.1% | -15.1% |
| 3M | -24.0% | -0.4% | -23.6% | -24.2% |
| 6M | -13.8% | -32.9% | +19.1% | -10.6% |
| YTD | +33.2% | -6.3% | +39.5% | +31.9% |
| 1Y | -1.8% | +7.9% | -9.7% | -5.8% |
| 3Y | +57.7% | +85.2% | -27.5% | +36.7% |
| 5Y | -59.7% | +97.0% | -156.7% | -66.1% |
| 10Y | +430.7% | +492.6% | -61.9% | +275.3% |
| All | +2,047.2% | +29.8% | +2,017.4% | +1,480.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling