+391.4%
GE vs PWR
+7,423.5%
-7,032.2%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +6.3% | -3.6% | +1.2% |
| 7D | +7.1% | -12.9% | +20.0% | +10.2% |
| 30D | +6.5% | -22.8% | +29.3% | +12.6% |
| 3M | -13.6% | -19.0% | +5.4% | -9.9% |
| 6M | +6.0% | -31.1% | +37.1% | +13.9% |
| YTD | +5.4% | +28.3% | -22.9% | -2.6% |
| 1Y | +6.5% | +22.2% | -15.8% | -0.6% |
| 3Y | +268.6% | +222.2% | +46.4% | +171.0% |
| 5Y | +389.0% | +364.2% | +24.9% | +227.3% |
| 10Y | +163.3% | +1,864.8% | -1,701.5% | +29.5% |
| All | +391.4% | +7,423.5% | -7,032.2% | +71.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling