+446.0%
GE vs SPOT
+215.3%
+230.7%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.1% | -1.8% | -2.6% |
| 7D | -1.2% | -6.5% | +5.3% | -0.1% |
| 30D | -11.3% | +2.2% | -13.4% | -11.7% |
| 3M | -1.4% | +5.4% | -6.8% | -2.7% |
| 6M | +1.2% | -4.0% | +5.2% | +0.9% |
| YTD | +5.9% | -9.9% | +15.9% | +6.3% |
| 1Y | +18.4% | -27.3% | +45.7% | +23.6% |
| 3Y | +271.0% | +236.4% | +34.6% | +188.9% |
| 5Y | +417.9% | +112.6% | +305.3% | +309.7% |
| All | +446.0% | +215.3% | +230.7% | +242.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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