+29.3%
V vs GNRC
+17.5%
+11.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -9.5% | +13.4% | +3.8% |
| 7D | +9.0% | -6.0% | +14.9% | +8.9% |
| 30D | +18.1% | -12.0% | +30.1% | +18.1% |
| 3M | +18.3% | -13.4% | +31.7% | +18.5% |
| 6M | +34.1% | -26.4% | +60.4% | +33.9% |
| YTD | +25.2% | +38.8% | -13.6% | +18.7% |
| 1Y | +29.3% | +20.9% | +8.4% | +23.9% |
| All | +29.3% | +17.5% | +11.8% | +23.9% |
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 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