+14,716.6%
URI vs GNRC
+2,087.1%
+12,629.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.4% | -0.8% | +0.6% |
| 7D | -2.0% | +1.9% | -3.9% | -2.7% |
| 30D | -12.9% | -13.8% | +0.9% | -7.5% |
| 3M | -6.7% | -32.6% | +25.9% | +8.6% |
| 6M | +19.0% | -15.2% | +34.2% | +23.9% |
| YTD | +25.5% | +37.4% | -11.8% | +5.0% |
| 1Y | +5.5% | +5.1% | +0.4% | -2.5% |
| 3Y | +111.3% | +57.5% | +53.8% | +57.6% |
| 5Y | +198.6% | -58.7% | +257.3% | +257.6% |
| 10Y | +1,179.9% | +395.5% | +784.4% | +325.0% |
| All | +14,716.6% | +2,087.1% | +12,629.5% | +2,187.3% |
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