+151.5%
GE vs PWR
+2,399.9%
-2,248.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.3% | -3.0% | -1.8% |
| 7D | +1.2% | +4.5% | -3.4% | -1.0% |
| 30D | -9.5% | -4.9% | -4.6% | -7.6% |
| 3M | +4.1% | -7.9% | +12.0% | +6.4% |
| 6M | +3.9% | +18.3% | -14.4% | -8.0% |
| YTD | +9.0% | +51.5% | -42.5% | -15.4% |
| 1Y | +21.9% | +70.3% | -48.4% | -11.9% |
| 3Y | +281.8% | +210.6% | +71.2% | +89.0% |
| 5Y | +436.7% | +456.7% | -19.9% | +80.8% |
| 10Y | +151.5% | +2,396.1% | -2,244.5% | -65.4% |
| All | +151.5% | +2,399.9% | -2,248.4% | -65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded PWR 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling