+794.9%
GE vs HBM
+613.3%
+181.6%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.3% |
| 7D | -1.6% | -6.4% | +4.8% | -0.4% |
| 30D | -11.6% | +5.9% | -17.5% | -12.8% |
| 3M | +3.0% | -8.9% | +11.9% | +3.6% |
| 6M | -0.5% | +10.7% | -11.2% | -4.1% |
| YTD | +9.7% | +38.3% | -28.5% | +0.4% |
| 1Y | +20.0% | +121.3% | -101.3% | -0.4% |
| 3Y | +275.8% | +450.6% | -174.7% | +150.6% |
| 5Y | +429.1% | +338.0% | +91.1% | +251.0% |
| 10Y | +151.2% | +578.6% | -427.4% | +30.0% |
| All | +794.9% | +613.3% | +181.6% | +184.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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