+182.5%
GE vs A
+557.8%
-375.3%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +1.1% |
| 7D | +5.4% | +1.4% | +4.0% | +5.0% |
| 30D | +9.6% | +4.3% | +5.3% | +8.3% |
| 3M | -7.7% | +19.8% | -27.5% | -12.7% |
| 6M | +14.0% | +54.4% | -40.3% | -0.5% |
| YTD | +10.2% | +31.7% | -21.5% | +0.4% |
| 1Y | +8.9% | +22.4% | -13.5% | +1.3% |
| 3Y | +273.7% | +67.7% | +206.0% | +211.3% |
| 5Y | +410.2% | +15.7% | +394.5% | +367.3% |
| 10Y | +157.4% | +308.7% | -151.3% | +64.1% |
| All | +182.5% | +557.8% | -375.3% | +25.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling