+390.5%
GE vs PWR
+348.8%
+41.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +6.3% | -3.6% | +0.5% |
| 7D | +7.1% | -12.9% | +20.0% | +11.6% |
| 30D | +6.5% | -22.8% | +29.3% | +15.7% |
| 3M | -13.6% | -19.0% | +5.4% | -8.1% |
| 6M | +6.0% | -31.1% | +37.1% | +18.6% |
| YTD | +5.4% | +28.3% | -22.9% | -9.3% |
| 1Y | +6.5% | +22.2% | -15.8% | -6.9% |
| 3Y | +268.6% | +222.2% | +46.4% | +108.3% |
| All | +390.5% | +348.8% | +41.7% | +131.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling