+148.6%
TE vs GNRC
+6.8%
+141.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.4% | -1.0% | 0.0% |
| 7D | -4.0% | +1.9% | -5.9% | -5.0% |
| 30D | -15.9% | -13.8% | -2.1% | -8.9% |
| 3M | -60.5% | -32.6% | -27.9% | -50.6% |
| 6M | -35.2% | -15.2% | -20.0% | -24.7% |
| YTD | -31.1% | +37.4% | -68.5% | -38.5% |
| 1Y | +148.6% | +5.1% | +143.5% | +181.7% |
| All | +148.6% | +6.8% | +141.9% | +181.7% |
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