+153.0%
GE vs P
+705.1%
-552.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.3% | +0.8% |
| 7D | -1.6% | +6.5% | -8.1% | -2.9% |
| 30D | -11.6% | +18.8% | -30.4% | -15.2% |
| 3M | +3.0% | +26.7% | -23.7% | -3.3% |
| 6M | -0.5% | +62.2% | -62.7% | -12.6% |
| YTD | +9.7% | +48.5% | -38.8% | -2.4% |
| 1Y | +20.0% | +26.4% | -6.4% | +8.6% |
| 3Y | +275.8% | +159.4% | +116.4% | +170.6% |
| 5Y | +429.1% | +275.8% | +153.3% | +237.3% |
| All | +153.0% | +705.1% | -552.1% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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