+30.8%
SOXX vs GNRC
+10.1%
+20.7%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -70.7% | -9.0% | -61.7% | -63.7% |
| 7D | -23.0% | -15.3% | -7.7% | 0.0% |
| 30D | -32.9% | -22.9% | -9.9% | -8.8% |
| 3M | -25.3% | -20.7% | -4.6% | -0.4% |
| 6M | -17.8% | -34.6% | +16.9% | +22.3% |
| YTD | +32.1% | +26.4% | +5.7% | +53.7% |
| 1Y | +30.8% | +8.3% | +22.5% | +62.5% |
| All | +30.8% | +10.1% | +20.7% | +62.5% |
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 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