+390.5%
GE vs O
+10.1%
+380.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.8% | +3.5% | +3.0% |
| 7D | +7.1% | +3.7% | +3.4% | +5.8% |
| 30D | +6.5% | +11.2% | -4.7% | +2.8% |
| 3M | -13.6% | -4.0% | -9.6% | -12.5% |
| 6M | +6.0% | -5.2% | +11.2% | +7.5% |
| YTD | +5.4% | +9.5% | -4.1% | +1.8% |
| 1Y | +6.5% | +10.6% | -4.1% | +2.3% |
| 3Y | +268.6% | +38.1% | +230.5% | +216.8% |
| All | +390.5% | +10.1% | +380.3% | +374.1% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 5y: compounded portfolio wealth divided by compounded O 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…
5y analysis · Full analysis span regression · 6 months rolling