+53.9%
F vs GE
+430.3%
-376.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +1.0% |
| 7D | +5.3% | -1.6% | +6.9% | +6.1% |
| 30D | +4.6% | -11.6% | +16.2% | +10.1% |
| 3M | -3.7% | +3.0% | -6.7% | -5.7% |
| 6M | +16.8% | -0.5% | +17.3% | +15.5% |
| YTD | +15.3% | +9.7% | +5.6% | +8.5% |
| 1Y | +31.0% | +20.0% | +11.0% | +17.3% |
| 3Y | +45.4% | +275.8% | -230.4% | -38.4% |
| All | +53.9% | +430.3% | -376.4% | -54.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling