+18.4%
GE vs EAT
+39.0%
-20.6%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.2% | +0.4% | -2.5% |
| 7D | -1.2% | -6.8% | +5.6% | -0.6% |
| 30D | -11.3% | -5.4% | -5.9% | -10.9% |
| 3M | -1.4% | +42.8% | -44.1% | -5.4% |
| 6M | +1.2% | +56.5% | -55.3% | -2.6% |
| YTD | +5.9% | +50.0% | -44.1% | +1.8% |
| 1Y | +18.4% | +38.3% | -19.9% | +8.3% |
| All | +18.4% | +39.0% | -20.6% | +8.3% |
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