+55.3%
ON vs GNRC
+0.9%
+54.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +2.9% | +5.6% | +6.7% |
| 7D | +2.4% | -0.2% | +2.6% | +2.5% |
| 30D | -8.6% | -15.7% | +7.1% | +1.1% |
| 3M | -34.3% | -27.3% | -7.0% | -19.1% |
| 6M | +28.5% | -12.1% | +40.6% | +44.2% |
| YTD | +40.6% | +37.1% | +3.5% | +32.4% |
| 1Y | +55.3% | -0.5% | +55.8% | +62.8% |
| All | +55.3% | +0.9% | +54.4% | +62.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling