+157.4%
GE vs AR
+52.4%
+105.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +4.3% | +0.2% | +3.8% |
| 7D | +5.4% | -5.8% | +11.1% | +6.4% |
| 30D | +9.6% | +4.8% | +4.8% | +8.5% |
| 3M | -7.7% | +1.5% | -9.2% | -8.4% |
| 6M | +14.0% | +4.7% | +9.3% | +12.1% |
| YTD | +10.2% | +9.2% | +1.0% | +6.4% |
| 1Y | +8.9% | +11.2% | -2.3% | +4.6% |
| 3Y | +273.7% | +46.2% | +227.4% | +234.3% |
| 5Y | +410.2% | +98.1% | +312.2% | +310.2% |
| 10Y | +157.4% | +54.5% | +102.9% | +73.7% |
| All | +157.4% | +52.4% | +105.0% | +73.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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