+436.7%
GE vs O
+14.8%
+422.0%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.5% |
| 7D | +1.2% | -0.6% | +1.7% | +1.3% |
| 30D | -9.5% | -2.0% | -7.5% | -9.0% |
| 3M | +4.1% | +3.0% | +1.1% | +2.6% |
| 6M | +3.9% | -3.6% | +7.6% | +4.9% |
| YTD | +9.0% | +12.1% | -3.0% | +4.5% |
| 1Y | +21.9% | +8.9% | +13.1% | +17.9% |
| 3Y | +281.8% | +30.3% | +251.5% | +240.4% |
| 5Y | +436.7% | +13.7% | +423.0% | +416.7% |
| All | +436.7% | +14.8% | +422.0% | +416.7% |
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