+1,520.2%
QLD vs GNRC
+385.9%
+1,134.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +6.7% | -2.1% | +1.1% |
| 7D | -1.2% | +2.5% | -3.7% | -2.1% |
| 30D | -15.7% | -11.2% | -4.5% | -10.5% |
| 3M | -10.0% | -10.1% | +0.1% | -6.6% |
| 6M | -11.2% | -28.5% | +17.3% | +3.1% |
| YTD | +16.4% | +42.3% | -25.9% | -10.2% |
| 1Y | +12.7% | +22.8% | -10.2% | -6.3% |
| 3Y | +152.3% | +87.3% | +64.9% | +53.9% |
| 5Y | +91.8% | -56.9% | +148.7% | +159.6% |
| 10Y | +1,520.2% | +384.9% | +1,135.4% | +307.5% |
| All | +1,520.2% | +385.9% | +1,134.4% | +307.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling