+39.2%
S vs GNRC
+17.5%
+21.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -9.5% | +11.2% | +1.7% |
| 7D | -8.2% | -6.0% | -2.2% | -8.2% |
| 30D | -7.6% | -12.0% | +4.4% | -7.6% |
| 3M | +12.0% | -13.4% | +25.4% | +12.5% |
| 6M | +50.6% | -26.4% | +76.9% | +50.0% |
| YTD | +56.6% | +38.8% | +17.8% | +35.3% |
| 1Y | +39.2% | +20.9% | +18.3% | +26.9% |
| All | +39.2% | +17.5% | +21.7% | +26.9% |
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 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