+1,798.3%
GE vs ALL
+3,584.0%
-1,785.7%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.4% | +4.2% | +4.0% |
| 7D | +6.3% | -3.9% | +10.1% | +8.0% |
| 30D | +8.9% | +10.6% | -1.7% | +3.9% |
| 3M | -9.2% | -4.6% | -4.6% | -7.8% |
| 6M | +13.2% | +20.2% | -7.0% | +2.8% |
| YTD | +9.4% | +23.7% | -14.3% | -2.6% |
| 1Y | +9.8% | +27.9% | -18.1% | -3.8% |
| 3Y | +278.2% | +109.2% | +169.0% | +160.4% |
| 5Y | +396.0% | +148.0% | +248.0% | +208.2% |
| 10Y | +162.4% | +363.8% | -201.4% | +24.7% |
| All | +1,798.3% | +3,584.0% | -1,785.7% | +327.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling