+584.3%
GE vs DOW
-15.8%
+600.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.0% | +4.1% | +2.3% |
| 7D | -1.6% | -2.4% | +0.8% | -0.7% |
| 30D | -11.6% | +0.4% | -11.9% | -12.2% |
| 3M | +3.0% | -14.4% | +17.4% | +8.4% |
| 6M | -0.5% | -7.0% | +6.5% | -3.1% |
| YTD | +9.7% | +30.2% | -20.5% | -11.0% |
| 1Y | +20.0% | +29.2% | -9.2% | -4.3% |
| 3Y | +275.8% | -36.7% | +312.5% | +324.8% |
| 5Y | +429.1% | -37.7% | +466.8% | +494.1% |
| All | +584.3% | -15.8% | +600.1% | +451.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling