+281.3%
SU vs GNRC
+2,082.9%
-1,801.6%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.9% | -3.1% | -0.7% |
| 7D | +2.2% | -0.2% | +2.4% | +2.2% |
| 30D | +8.4% | -15.7% | +24.2% | +12.0% |
| 3M | +12.1% | -27.3% | +39.4% | +18.2% |
| 6M | +19.7% | -12.1% | +31.7% | +20.0% |
| YTD | +58.4% | +37.1% | +21.3% | +43.4% |
| 1Y | +67.2% | -0.5% | +67.7% | +60.7% |
| 3Y | +125.0% | +61.5% | +63.5% | +87.9% |
| 5Y | +355.1% | -58.6% | +413.6% | +387.5% |
| 10Y | +263.7% | +446.3% | -182.6% | +79.4% |
| All | +281.3% | +2,082.9% | -1,801.6% | +10.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling