+278.2%
GE vs PSX
+151.6%
+126.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.2% | -1.8% | +1.2% |
| 7D | +4.0% | -0.4% | +4.4% | +4.1% |
| 30D | +11.1% | -8.1% | +19.1% | +11.6% |
| 3M | -6.7% | +15.9% | -22.6% | -8.5% |
| 6M | +14.3% | +49.4% | -35.1% | +8.3% |
| YTD | +11.7% | +104.7% | -92.9% | -3.0% |
| 1Y | +10.9% | +89.1% | -78.2% | -1.8% |
| All | +278.2% | +151.6% | +126.6% | +202.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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