+157.4%
GE vs PWR
+1,818.7%
-1,661.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +1.4% |
| 7D | +5.4% | -11.2% | +16.6% | +10.2% |
| 30D | +9.6% | -17.4% | +27.0% | +18.3% |
| 3M | -7.7% | -11.7% | +4.0% | -4.2% |
| 6M | +14.0% | -21.7% | +35.7% | +23.2% |
| YTD | +10.2% | +38.3% | -28.1% | -12.5% |
| 1Y | +8.9% | +29.6% | -20.7% | -10.9% |
| 3Y | +273.7% | +236.1% | +37.5% | +72.6% |
| 5Y | +410.2% | +406.3% | +3.9% | +75.6% |
| 10Y | +157.4% | +1,796.7% | -1,639.3% | -61.5% |
| All | +157.4% | +1,818.7% | -1,661.3% | -61.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling