+615.0%
F vs GE
+2,981.7%
-2,366.6%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +0.9% |
| 7D | +5.3% | -1.6% | +6.9% | +6.2% |
| 30D | +4.6% | -11.6% | +16.2% | +11.4% |
| 3M | -3.7% | +3.0% | -6.7% | -6.0% |
| 6M | +16.8% | -0.5% | +17.3% | +15.3% |
| YTD | +15.3% | +9.7% | +5.6% | +7.3% |
| 1Y | +31.0% | +20.0% | +11.0% | +15.3% |
| 3Y | +45.4% | +275.8% | -230.4% | -35.4% |
| 5Y | +54.7% | +429.1% | -374.4% | -43.8% |
| 10Y | +98.2% | +151.2% | -52.9% | -4.3% |
| All | +615.0% | +2,981.7% | -2,366.6% | -17.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling