+4.4%
GE vs Q
+78.4%
-74.0%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.8% | -4.6% | -3.2% |
| 7D | -1.2% | +6.6% | -7.8% | -2.6% |
| 30D | -11.3% | -6.6% | -4.7% | -10.1% |
| 3M | -1.4% | -13.2% | +11.8% | +0.1% |
| 6M | +1.2% | +9.9% | -8.7% | -5.1% |
| YTD | +5.9% | +53.9% | -48.0% | -6.8% |
| All | +4.4% | +78.4% | -74.0% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 1y: compounded portfolio wealth divided by compounded Q 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…
1y analysis · Full analysis span regression · 6 months rolling