+2,832.6%
GE vs B
+664.2%
+2,168.4%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.1% | -0.3% | -3.3% |
| 7D | +5.1% | -6.2% | +11.3% | +5.4% |
| 30D | +7.6% | -6.6% | +14.2% | +7.9% |
| 3M | -9.3% | -7.9% | -1.4% | -9.0% |
| 6M | +11.5% | -16.8% | +28.3% | +12.2% |
| YTD | +7.9% | -11.7% | +19.5% | +8.1% |
| 1Y | +7.6% | +3.5% | +4.2% | +7.2% |
| 3Y | +265.9% | +165.7% | +100.1% | +250.5% |
| 5Y | +405.9% | +108.4% | +297.5% | +386.8% |
| 10Y | +149.6% | +212.7% | -63.1% | +134.1% |
| All | +2,832.6% | +664.2% | +2,168.4% | +3,111.0% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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