+410.2%
GE vs FND
-61.3%
+471.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.5% | +4.3% | +1.5% |
| 7D | +5.4% | +6.8% | -1.5% | +3.8% |
| 30D | +9.6% | +13.1% | -3.4% | +6.5% |
| 3M | -7.7% | -13.1% | +5.4% | -5.2% |
| 6M | +14.0% | -0.6% | +14.6% | +12.9% |
| YTD | +10.2% | -15.5% | +25.7% | +12.2% |
| 1Y | +8.9% | -13.7% | +22.6% | +10.2% |
| 3Y | +273.7% | -35.0% | +308.7% | +281.7% |
| 5Y | +410.2% | -60.1% | +470.3% | +444.7% |
| All | +410.2% | -61.3% | +471.5% | +444.7% |
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