+875.4%
GE vs MP
+291.5%
+583.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.5% | -3.2% | -0.1% |
| 7D | +2.7% | +9.5% | -6.8% | +1.5% |
| 30D | +8.1% | -3.0% | +11.1% | +8.3% |
| 3M | -7.9% | -30.4% | +22.5% | -4.2% |
| 6M | +12.9% | -39.2% | +52.1% | +18.3% |
| YTD | +8.2% | -23.3% | +31.5% | +9.2% |
| 1Y | +9.7% | -32.6% | +42.3% | +12.1% |
| 3Y | +266.1% | +159.3% | +106.8% | +189.2% |
| 5Y | +407.4% | -16.4% | +423.8% | +356.1% |
| All | +875.4% | +291.5% | +583.9% | +559.3% |
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