+61.5%
GNRC vs WY
-24.8%
+86.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.3% | +2.6% | +2.7% |
| 7D | -0.2% | -4.2% | +4.0% | +2.2% |
| 30D | -15.7% | -10.1% | -5.6% | -10.6% |
| 3M | -27.3% | -8.5% | -18.8% | -24.0% |
| 6M | -12.1% | -3.3% | -8.7% | -11.2% |
| YTD | +37.1% | -4.4% | +41.5% | +38.7% |
| 1Y | -0.5% | -11.5% | +11.0% | +5.4% |
| 3Y | +61.5% | -24.3% | +85.8% | +84.9% |
| All | +61.5% | -24.8% | +86.3% | +84.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling