+31.0%
F vs GE
+22.8%
+8.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +1.2% |
| 7D | +5.3% | -1.6% | +6.9% | +5.8% |
| 30D | +4.6% | -11.6% | +16.2% | +7.8% |
| 3M | -3.7% | +3.0% | -6.7% | -5.3% |
| 6M | +16.8% | -0.5% | +17.3% | +13.7% |
| YTD | +15.3% | +9.7% | +5.6% | +11.2% |
| 1Y | +31.0% | +20.0% | +11.0% | +28.5% |
| All | +31.0% | +22.8% | +8.2% | +28.5% |
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