+572.6%
GE vs DOW
-5.2%
+577.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.9% | -5.3% | -4.2% |
| 7D | +5.1% | +3.7% | +1.5% | +3.5% |
| 30D | +7.6% | +16.3% | -8.7% | +0.6% |
| 3M | -9.3% | +9.7% | -19.0% | -13.6% |
| 6M | +11.5% | -14.1% | +25.6% | +16.4% |
| YTD | +7.9% | +46.6% | -38.7% | -17.2% |
| 1Y | +7.6% | +56.8% | -49.2% | -20.9% |
| 3Y | +265.9% | -20.4% | +286.2% | +264.1% |
| 5Y | +405.9% | -27.4% | +433.4% | +427.0% |
| All | +572.6% | -5.2% | +577.8% | +412.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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