+152.0%
GE vs DAR
+311.7%
-159.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.9% | -0.1% |
| 7D | +2.7% | +11.6% | -8.9% | -0.7% |
| 30D | +8.1% | -10.2% | +18.3% | +11.3% |
| 3M | -7.9% | -14.8% | +7.0% | -4.0% |
| 6M | +12.9% | -10.1% | +23.0% | +14.8% |
| YTD | +8.2% | +55.5% | -47.4% | -8.7% |
| 1Y | +9.7% | +61.7% | -52.0% | -8.8% |
| 3Y | +266.1% | +37.2% | +228.9% | +200.3% |
| 5Y | +407.4% | -26.9% | +434.3% | +409.9% |
| All | +152.0% | +311.7% | -159.7% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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