+1,844.7%
V vs GNRC
+2,077.0%
-232.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.6% | 0.0% |
| 7D | -2.9% | +3.2% | -6.1% | -3.5% |
| 30D | +1.9% | -9.5% | +11.4% | +3.5% |
| 3M | +13.2% | -28.5% | +41.8% | +19.0% |
| 6M | +16.7% | -10.0% | +26.7% | +16.7% |
| YTD | +5.4% | +36.7% | -31.4% | -3.3% |
| 1Y | +7.7% | +2.6% | +5.1% | +3.6% |
| 3Y | +52.0% | +61.9% | -9.9% | +29.6% |
| 5Y | +67.7% | -59.0% | +126.8% | +78.2% |
| 10Y | +384.8% | +444.8% | -60.0% | +182.7% |
| All | +1,844.7% | +2,077.0% | -232.3% | +742.7% |
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 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