+268.6%
GE vs ALL
+105.5%
+163.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -4.5% | +7.2% | +3.6% |
| 7D | +7.1% | -1.9% | +9.1% | +7.5% |
| 30D | +6.5% | +13.8% | -7.3% | +3.7% |
| 3M | -13.6% | -7.0% | -6.6% | -12.4% |
| 6M | +6.0% | +18.0% | -12.0% | +1.2% |
| YTD | +5.4% | +24.2% | -18.8% | -1.1% |
| 1Y | +6.5% | +31.2% | -24.7% | -2.0% |
| 3Y | +268.6% | +107.5% | +161.1% | +204.6% |
| All | +268.6% | +105.5% | +163.1% | +204.6% |
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