+9.7%
GE vs SPOT
-5.9%
+15.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.4% | -2.1% | +0.3% |
| 7D | +2.7% | +1.6% | +1.1% | +2.7% |
| 30D | +8.1% | +16.9% | -8.8% | +8.3% |
| 3M | -7.9% | +23.0% | -30.8% | -7.6% |
| 6M | +12.9% | +42.2% | -29.3% | +12.8% |
| YTD | +8.2% | +5.5% | +2.7% | +11.1% |
| 1Y | +9.7% | -5.1% | +14.7% | +15.0% |
| All | +9.7% | -5.9% | +15.6% | +15.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling