+96.9%
PSX vs GNRC
+17.5%
+79.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -9.5% | +5.0% | -4.0% |
| 7D | -5.2% | -6.0% | +0.8% | -4.8% |
| 30D | -3.7% | -12.0% | +8.3% | -3.1% |
| 3M | +26.8% | -13.4% | +40.2% | +27.1% |
| 6M | +47.3% | -26.4% | +73.7% | +47.8% |
| YTD | +105.4% | +38.8% | +66.6% | +78.7% |
| 1Y | +96.9% | +20.9% | +76.0% | +74.8% |
| All | +96.9% | +17.5% | +79.4% | +74.8% |
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