+390.5%
GE vs ALL
+143.1%
+247.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -4.5% | +7.2% | +4.0% |
| 7D | +7.1% | -1.9% | +9.1% | +7.6% |
| 30D | +6.5% | +13.8% | -7.3% | +2.4% |
| 3M | -13.6% | -7.0% | -6.6% | -12.0% |
| 6M | +6.0% | +18.0% | -12.0% | -0.3% |
| YTD | +5.4% | +24.2% | -18.8% | -3.0% |
| 1Y | +6.5% | +31.2% | -24.7% | -4.1% |
| 3Y | +268.6% | +107.5% | +161.1% | +178.7% |
| All | +390.5% | +143.1% | +247.4% | +243.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling