+2,047.2%
GNRC vs XHB
+631.7%
+1,415.5%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.3% | -0.2% | -0.6% |
| 7D | -0.7% | -5.2% | +4.5% | +3.8% |
| 30D | -15.8% | -12.1% | -3.7% | -6.3% |
| 3M | -24.0% | -6.2% | -17.8% | -20.1% |
| 6M | -13.8% | -6.7% | -7.1% | -9.4% |
| YTD | +33.2% | -5.5% | +38.7% | +38.1% |
| 1Y | -1.8% | -15.6% | +13.8% | +12.3% |
| 3Y | +57.7% | +22.0% | +35.7% | +29.3% |
| 5Y | -59.7% | +31.8% | -91.6% | -67.9% |
| 10Y | +430.7% | +208.1% | +222.7% | +119.6% |
| All | +2,047.2% | +631.7% | +1,415.5% | +398.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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