+436.6%
GE vs P
+276.6%
+159.9%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.3% | +0.8% |
| 7D | -1.6% | +6.5% | -8.1% | -2.8% |
| 30D | -11.6% | +18.8% | -30.4% | -14.7% |
| 3M | +3.0% | +26.7% | -23.7% | -2.5% |
| 6M | -0.5% | +62.2% | -62.7% | -11.4% |
| YTD | +9.7% | +48.5% | -38.8% | -1.2% |
| 1Y | +20.0% | +26.4% | -6.4% | +9.7% |
| 3Y | +275.8% | +159.4% | +116.4% | +176.5% |
| All | +436.6% | +276.6% | +159.9% | +251.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling