+147.8%
EWY vs GE
+14.7%
+133.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.2% | +3.4% | +3.3% |
| 7D | -0.1% | -4.0% | +3.9% | +2.2% |
| 30D | +7.3% | -11.4% | +18.7% | +14.2% |
| 3M | -5.1% | -2.6% | -2.5% | -4.5% |
| 6M | +42.1% | -0.3% | +42.4% | +38.4% |
| YTD | +94.1% | +5.4% | +88.8% | +87.7% |
| 1Y | +147.8% | +15.5% | +132.3% | +136.1% |
| All | +147.8% | +14.7% | +133.2% | +136.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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