+9.7%
GE vs MP
-35.6%
+45.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.5% | -3.2% | -0.2% |
| 7D | +2.7% | +9.5% | -6.8% | +1.3% |
| 30D | +8.1% | -3.0% | +11.1% | +8.3% |
| 3M | -7.9% | -30.4% | +22.5% | -3.8% |
| 6M | +12.9% | -39.2% | +52.1% | +18.6% |
| YTD | +8.2% | -23.3% | +31.5% | +4.5% |
| 1Y | +9.7% | -32.6% | +42.3% | +8.1% |
| All | +9.7% | -35.6% | +45.2% | +8.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling