+278.2%
GE vs PL
+544.4%
-266.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +14.5% | -10.7% | +2.7% |
| 7D | +6.3% | +10.9% | -4.6% | +5.3% |
| 30D | +8.9% | -16.4% | +25.2% | +10.0% |
| 3M | -9.2% | -39.9% | +30.8% | -6.1% |
| 6M | +13.2% | -63.2% | +76.4% | +20.3% |
| YTD | +9.4% | -27.1% | +36.5% | +8.2% |
| 1Y | +9.8% | +12.2% | -2.4% | +4.1% |
| 3Y | +278.2% | +584.3% | -306.1% | +189.4% |
| All | +278.2% | +544.4% | -266.2% | +189.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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