+152.0%
GE vs ALL
+377.9%
-226.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.1% |
| 7D | +2.7% | +5.0% | -2.4% | +0.1% |
| 30D | +8.1% | +13.3% | -5.3% | +1.1% |
| 3M | -7.9% | +3.2% | -11.0% | -9.8% |
| 6M | +12.9% | +25.3% | -12.4% | -1.6% |
| YTD | +8.2% | +30.5% | -22.3% | -8.6% |
| 1Y | +9.7% | +29.2% | -19.5% | -6.9% |
| 3Y | +266.1% | +119.1% | +147.0% | +120.3% |
| 5Y | +407.4% | +162.6% | +244.8% | +156.9% |
| All | +152.0% | +377.9% | -226.0% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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