+5.1%
GNRC vs WY
-5.4%
+10.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.5% | +2.4% |
| 7D | +1.9% | -2.6% | +4.6% | +2.9% |
| 30D | -13.8% | -10.9% | -2.9% | -10.1% |
| 3M | -32.6% | -6.0% | -26.6% | -30.9% |
| 6M | -15.2% | -5.6% | -9.5% | -13.6% |
| YTD | +37.4% | -1.1% | +38.5% | +36.9% |
| 1Y | +5.1% | -7.5% | +12.6% | +5.9% |
| All | +5.1% | -5.4% | +10.5% | +5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling