+49.9%
F vs GE
+278.7%
-228.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.9% |
| 7D | +1.0% | +5.4% | -4.4% | -0.5% |
| 30D | +2.1% | +9.6% | -7.5% | -0.5% |
| 3M | -10.3% | -7.7% | -2.5% | -8.8% |
| 6M | +3.3% | +14.0% | -10.8% | -1.0% |
| YTD | -2.0% | +10.2% | -12.1% | -5.5% |
| 1Y | -2.3% | +8.9% | -11.2% | -5.6% |
| 3Y | +49.9% | +273.7% | -223.8% | +3.9% |
| All | +49.9% | +278.7% | -228.8% | +3.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling