+266.1%
GE vs ALL
+117.7%
+148.4%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.2% |
| 7D | +2.7% | +5.0% | -2.4% | +1.7% |
| 30D | +8.1% | +13.3% | -5.3% | +5.4% |
| 3M | -7.9% | +3.2% | -11.0% | -8.5% |
| 6M | +12.9% | +25.3% | -12.4% | +6.5% |
| YTD | +8.2% | +30.5% | -22.3% | +0.6% |
| 1Y | +9.7% | +29.2% | -19.5% | +2.2% |
| 3Y | +266.1% | +119.1% | +147.0% | +203.3% |
| All | +266.1% | +117.7% | +148.4% | +203.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling