+335.6%
HAS vs GNRC
+2,087.1%
-1,751.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.4% | -2.9% | -1.0% |
| 7D | -1.8% | +1.9% | -3.7% | -2.2% |
| 30D | +2.3% | -13.8% | +16.1% | +5.4% |
| 3M | +10.4% | -32.6% | +43.0% | +19.0% |
| 6M | -3.2% | -15.2% | +11.9% | -1.7% |
| YTD | +15.4% | +37.4% | -22.0% | +4.5% |
| 1Y | +18.8% | +5.1% | +13.7% | +13.4% |
| 3Y | +43.9% | +57.5% | -13.6% | +23.0% |
| 5Y | +13.9% | -58.7% | +72.6% | +20.3% |
| 10Y | +56.4% | +395.5% | -339.1% | -3.9% |
| All | +335.6% | +2,087.1% | -1,751.5% | +95.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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