+280.4%
GE vs D
+56.9%
+223.4%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.5% | +1.3% |
| 7D | -1.6% | +0.4% | -2.0% | -1.7% |
| 30D | -11.6% | -3.6% | -8.0% | -11.0% |
| 3M | +3.0% | -1.0% | +4.0% | +3.1% |
| 6M | -0.5% | +6.3% | -6.8% | -1.8% |
| YTD | +9.7% | +14.7% | -5.0% | +7.0% |
| 1Y | +20.0% | +16.9% | +3.1% | +16.5% |
| All | +280.4% | +56.9% | +223.4% | +241.0% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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