+151.2%
GE vs A
+300.7%
-149.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.2% | -1.2% | -2.6% |
| 7D | +5.1% | +0.7% | +4.4% | +4.9% |
| 30D | +7.6% | +0.8% | +6.7% | +7.2% |
| 3M | -9.3% | +16.9% | -26.2% | -15.3% |
| 6M | +11.5% | +53.8% | -42.2% | -8.0% |
| YTD | +7.9% | +28.1% | -20.2% | -4.2% |
| 1Y | +7.6% | +15.0% | -7.4% | -0.1% |
| 3Y | +265.9% | +63.1% | +202.8% | +179.2% |
| 5Y | +405.9% | +11.5% | +394.5% | +351.7% |
| All | +151.2% | +300.7% | -149.4% | +36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling