+266.1%
GE vs MP
+161.0%
+105.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.5% | -3.2% | 0.0% |
| 7D | +2.7% | +9.5% | -6.8% | +1.9% |
| 30D | +8.1% | -3.0% | +11.1% | +8.2% |
| 3M | -7.9% | -30.4% | +22.5% | -5.4% |
| 6M | +12.9% | -39.2% | +52.1% | +16.4% |
| YTD | +8.2% | -23.3% | +31.5% | +8.9% |
| 1Y | +9.7% | -32.6% | +42.3% | +11.3% |
| 3Y | +266.1% | +159.3% | +106.8% | +221.7% |
| All | +266.1% | +161.0% | +105.1% | +221.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling