+20.7%
XLK vs GNRC
+17.5%
+3.2%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -9.5% | +9.5% | +2.2% |
| 7D | -7.6% | -6.0% | -1.6% | -6.4% |
| 30D | -12.2% | -12.0% | -0.1% | -9.7% |
| 3M | -5.5% | -13.4% | +8.0% | -2.8% |
| 6M | +9.2% | -26.4% | +35.5% | +16.7% |
| YTD | +23.0% | +38.8% | -15.8% | +16.2% |
| 1Y | +20.7% | +20.9% | -0.2% | +18.0% |
| All | +20.7% | +17.5% | +3.2% | +18.0% |
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