+396.0%
GE vs A
+16.0%
+380.0%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.1% | +0.7% | +2.8% |
| 7D | +6.3% | +4.8% | +1.5% | +4.8% |
| 30D | +8.9% | +5.6% | +3.2% | +7.0% |
| 3M | -9.2% | +23.6% | -32.8% | -15.5% |
| 6M | +13.2% | +56.4% | -43.1% | -3.4% |
| YTD | +9.4% | +33.4% | -24.0% | -1.6% |
| 1Y | +9.8% | +23.7% | -13.9% | +1.3% |
| 3Y | +278.2% | +71.0% | +207.2% | +198.5% |
| 5Y | +396.0% | +16.8% | +379.2% | +321.2% |
| All | +396.0% | +16.0% | +380.0% | +321.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling