+417.9%
GE vs FND
-61.3%
+479.2%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.1% | -2.7% |
| 7D | -1.2% | -0.8% | -0.5% | -1.1% |
| 30D | -11.3% | -19.6% | +8.3% | -7.1% |
| 3M | -1.4% | -4.3% | +2.9% | -1.1% |
| 6M | +1.2% | -20.4% | +21.7% | +5.1% |
| YTD | +5.9% | -21.9% | +27.8% | +10.0% |
| 1Y | +18.4% | -45.2% | +63.6% | +31.4% |
| 3Y | +271.0% | -49.2% | +320.2% | +302.1% |
| 5Y | +417.9% | -61.8% | +479.7% | +442.9% |
| All | +417.9% | -61.3% | +479.2% | +442.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 5y: compounded portfolio wealth divided by compounded FND 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…
5y analysis · Full analysis span regression · 6 months rolling