+272.8%
GE vs P
+181.0%
+91.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +0.8% |
| 7D | +5.4% | -13.3% | +18.7% | +7.4% |
| 30D | +9.6% | -34.0% | +43.6% | +16.0% |
| 3M | -7.7% | +4.1% | -11.8% | -9.7% |
| 6M | +14.0% | +30.5% | -16.4% | +6.2% |
| YTD | +10.2% | +52.2% | -42.0% | -1.1% |
| 1Y | +8.9% | +10.3% | -1.4% | +2.3% |
| All | +272.8% | +181.0% | +91.8% | +200.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling