+8.9%
GE vs EAT
+109.8%
-101.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +6.3% | -3.5% | +1.8% |
| 7D | +9.4% | -0.1% | +9.5% | +9.4% |
| 30D | +7.5% | +13.5% | -6.0% | +5.4% |
| 3M | -12.5% | +1.0% | -13.5% | -13.2% |
| 6M | +17.8% | +57.3% | -39.5% | +9.2% |
| YTD | +7.4% | +53.6% | -46.2% | 0.0% |
| 1Y | +8.9% | +110.8% | -101.9% | -0.3% |
| All | +8.9% | +109.8% | -101.0% | -0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 1y: compounded portfolio wealth divided by compounded EAT 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…
1y analysis · Full analysis span regression · 6 months rolling