+457.5%
GE vs SPOT
+269.3%
+188.2%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.4% | -2.1% | -0.1% |
| 7D | +2.7% | +1.6% | +1.1% | +2.4% |
| 30D | +8.1% | +16.9% | -8.8% | +4.9% |
| 3M | -7.9% | +23.0% | -30.8% | -11.6% |
| 6M | +12.9% | +42.2% | -29.3% | +4.9% |
| YTD | +8.2% | +5.5% | +2.7% | +5.1% |
| 1Y | +9.7% | -5.1% | +14.7% | +8.7% |
| 3Y | +266.1% | +257.9% | +8.2% | +181.1% |
| 5Y | +407.4% | +118.4% | +289.0% | +297.0% |
| All | +457.5% | +269.3% | +188.2% | +238.4% |
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