+390.5%
GE vs DAR
-41.1%
+431.5%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.0% | +3.7% | +2.9% |
| 7D | +7.1% | -9.9% | +17.0% | +9.0% |
| 30D | +6.5% | -16.4% | +22.8% | +9.6% |
| 3M | -13.6% | -17.1% | +3.5% | -11.2% |
| 6M | +6.0% | -20.5% | +26.5% | +9.4% |
| YTD | +5.4% | +39.4% | -34.0% | -3.8% |
| 1Y | +6.5% | +57.2% | -50.8% | -5.4% |
| 3Y | +268.6% | +13.9% | +254.7% | +238.4% |
| All | +390.5% | -41.1% | +431.5% | +466.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling