+284.1%
GE vs A
+30.8%
+253.2%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +0.9% |
| 7D | -1.6% | -1.9% | +0.3% | -1.1% |
| 30D | -11.6% | +6.9% | -18.5% | -13.2% |
| 3M | +3.0% | +9.2% | -6.2% | +0.4% |
| 6M | -0.5% | +25.7% | -26.2% | -7.0% |
| YTD | +9.7% | +11.5% | -1.8% | +5.9% |
| 1Y | +20.0% | +18.4% | +1.7% | +13.5% |
| All | +284.1% | +30.8% | +253.2% | +262.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling