+63.6%
SLB vs GNRC
+6.8%
+56.8%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.4% | -2.2% | -0.1% |
| 7D | +0.8% | +1.9% | -1.1% | +0.6% |
| 30D | +15.8% | -13.8% | +29.7% | +17.9% |
| 3M | -0.3% | -32.6% | +32.3% | +5.1% |
| 6M | +21.3% | -15.2% | +36.5% | +21.7% |
| YTD | +52.3% | +37.4% | +14.9% | +38.0% |
| 1Y | +63.6% | +5.1% | +58.5% | +47.8% |
| All | +63.6% | +6.8% | +56.8% | +47.8% |
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