+2,883.5%
GE vs EAT
+11,644.8%
-8,761.2%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +1.0% |
| 7D | -1.6% | 0.0% | -1.6% | -1.6% |
| 30D | -11.6% | +1.9% | -13.4% | -12.2% |
| 3M | +3.0% | +68.7% | -65.6% | -9.5% |
| 6M | -0.5% | +66.9% | -67.4% | -13.1% |
| YTD | +9.7% | +60.4% | -50.7% | -3.6% |
| 1Y | +20.0% | +44.0% | -24.0% | +7.1% |
| 3Y | +275.8% | +604.7% | -328.8% | +121.6% |
| 5Y | +429.1% | +347.0% | +82.0% | +231.3% |
| 10Y | +151.2% | +390.8% | -239.6% | +33.2% |
| All | +2,883.5% | +11,644.8% | -8,761.2% | +545.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling