+7.6%
GE vs P
+24.7%
-17.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +3.4% | -6.8% | -3.8% |
| 7D | +5.1% | +17.8% | -12.7% | +3.5% |
| 30D | +7.6% | -29.9% | +37.4% | +10.5% |
| 3M | -9.3% | -1.2% | -8.1% | -10.1% |
| 6M | +11.5% | +32.1% | -20.6% | +6.8% |
| YTD | +7.9% | +64.3% | -56.4% | +0.1% |
| 1Y | +7.6% | +24.3% | -16.6% | +1.2% |
| All | +7.6% | +24.7% | -17.1% | +1.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling