+907.6%
GE vs MP
+271.0%
+636.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.7% | +1.3% |
| 7D | +4.0% | +2.3% | +1.8% | +3.8% |
| 30D | +11.1% | -15.3% | +26.3% | +13.1% |
| 3M | -6.7% | -33.5% | +26.8% | -2.5% |
| 6M | +14.3% | -45.5% | +59.8% | +21.3% |
| YTD | +11.7% | -27.3% | +39.0% | +13.5% |
| 1Y | +10.9% | -40.7% | +51.6% | +15.0% |
| 3Y | +279.0% | +145.9% | +133.2% | +201.3% |
| 5Y | +427.0% | -13.9% | +440.9% | +372.9% |
| All | +907.6% | +271.0% | +636.6% | +585.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 10y: compounded portfolio wealth divided by compounded MP 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…
10y analysis · Full analysis span regression · 6 months rolling