+9.3%
GE vs EAT
+83.8%
-74.4%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.1% | +4.8% | +1.3% |
| 7D | +5.4% | -5.9% | +11.3% | +6.3% |
| 30D | +9.6% | +0.7% | +9.0% | +9.4% |
| 3M | -7.7% | -14.2% | +6.5% | -6.2% |
| 6M | +14.0% | +40.7% | -26.7% | +7.5% |
| YTD | +10.2% | +36.0% | -25.8% | +4.5% |
| All | +9.3% | +83.8% | -74.4% | +1.3% |
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