+417.9%
GE vs DOW
-35.8%
+453.8%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.3% | -2.7% |
| 7D | -1.2% | -6.0% | +4.8% | -0.1% |
| 30D | -11.3% | -2.7% | -8.5% | -11.0% |
| 3M | -1.4% | -10.5% | +9.1% | +0.3% |
| 6M | +1.2% | -12.4% | +13.6% | +1.0% |
| YTD | +5.9% | +30.0% | -24.1% | -7.6% |
| 1Y | +18.4% | +27.8% | -9.4% | +2.7% |
| 3Y | +271.0% | -34.9% | +305.9% | +323.5% |
| 5Y | +417.9% | -35.9% | +453.8% | +490.1% |
| All | +417.9% | -35.8% | +453.8% | +490.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling