+281.8%
GE vs DOW
-35.3%
+317.1%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.7% |
| 7D | +1.2% | -2.9% | +4.1% | +1.2% |
| 30D | -9.5% | +2.0% | -11.5% | -9.6% |
| 3M | +4.1% | -12.5% | +16.7% | +4.8% |
| 6M | +3.9% | -9.2% | +13.1% | +2.6% |
| YTD | +9.0% | +30.8% | -21.8% | +1.0% |
| 1Y | +21.9% | +29.4% | -7.5% | +12.6% |
| 3Y | +281.8% | -34.6% | +316.4% | +307.6% |
| All | +281.8% | -35.3% | +317.1% | +307.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling