+338.3%
SU vs GNRC
-58.7%
+397.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.9% | -3.1% | -0.5% |
| 7D | +2.2% | -0.2% | +2.4% | +2.2% |
| 30D | +8.4% | -15.7% | +24.2% | +10.4% |
| 3M | +12.1% | -27.3% | +39.4% | +15.5% |
| 6M | +19.7% | -12.1% | +31.7% | +19.7% |
| YTD | +58.4% | +37.1% | +21.3% | +48.9% |
| 1Y | +67.2% | -0.5% | +67.7% | +63.1% |
| 3Y | +125.0% | +61.5% | +63.5% | +101.4% |
| All | +338.3% | -58.7% | +397.0% | +377.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling