-3.5%
F vs GE
+9.6%
-13.1%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.6% | -2.2% |
| 7D | -0.2% | +5.4% | -5.6% | -2.1% |
| 30D | +0.9% | +9.6% | -8.7% | -2.4% |
| 3M | -11.3% | -7.7% | -3.6% | -9.7% |
| 6M | +2.0% | +14.0% | -12.0% | -4.2% |
| YTD | -3.2% | +10.2% | -13.3% | -8.4% |
| 1Y | -3.5% | +8.9% | -12.4% | -8.0% |
| All | -3.5% | +9.6% | -13.1% | -8.0% |
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