+3.9%
GE vs Q
+66.4%
-62.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +6.3% | -3.6% | +1.3% |
| 7D | +7.1% | +0.3% | +6.8% | +7.0% |
| 30D | +6.5% | -9.8% | +16.3% | +8.6% |
| 3M | -13.6% | -12.2% | -1.4% | -11.6% |
| 6M | +6.0% | -21.6% | +27.6% | +9.1% |
| YTD | +5.4% | +43.6% | -38.2% | -6.2% |
| 1Y | +6.5% | +25.7% | -19.2% | -4.2% |
| All | +3.9% | +66.4% | -62.5% | -6.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling