+152.0%
GE vs EAT
+370.1%
-218.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.2% | +0.4% | -2.1% |
| 7D | -1.2% | -6.8% | +5.6% | +0.4% |
| 30D | -11.3% | -5.4% | -5.9% | -10.4% |
| 3M | -1.4% | +42.8% | -44.1% | -10.1% |
| 6M | +1.2% | +56.5% | -55.3% | -10.5% |
| YTD | +5.9% | +50.0% | -44.1% | -5.8% |
| 1Y | +18.4% | +38.3% | -19.9% | +6.4% |
| 3Y | +271.0% | +591.6% | -320.7% | +114.1% |
| 5Y | +417.9% | +312.6% | +105.3% | +223.1% |
| 10Y | +152.0% | +381.4% | -229.5% | +44.0% |
| All | +152.0% | +370.1% | -218.1% | +44.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling