+275.1%
P vs GNRC
-56.2%
+331.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +6.7% | -2.3% | +2.1% |
| 7D | -4.7% | +2.5% | -7.2% | -5.1% |
| 30D | -31.4% | -11.2% | -20.3% | -28.3% |
| 3M | -2.6% | -10.1% | +7.5% | +1.1% |
| 6M | +21.9% | -28.5% | +50.5% | +35.8% |
| YTD | +58.9% | +42.3% | +16.7% | +41.8% |
| 1Y | +21.7% | +22.8% | -1.1% | +13.3% |
| 3Y | +193.3% | +87.3% | +106.0% | +134.0% |
| 5Y | +275.1% | -56.9% | +332.0% | +334.9% |
| All | +275.1% | -56.2% | +331.3% | +334.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling