+113.9%
SOXX vs GNRC
+6.8%
+107.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.4% | +1.2% | +2.4% |
| 7D | +2.2% | +1.9% | +0.3% | +1.3% |
| 30D | -2.0% | -13.8% | +11.8% | +5.0% |
| 3M | -13.7% | -32.6% | +18.9% | +4.3% |
| 6M | +52.4% | -15.2% | +67.6% | +68.8% |
| YTD | +72.8% | +37.4% | +35.4% | +64.8% |
| 1Y | +113.9% | +5.1% | +108.8% | +120.0% |
| All | +113.9% | +6.8% | +107.1% | +120.0% |
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