+268.6%
GE vs SPOT
+255.6%
+13.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.9% | +4.6% | +3.0% |
| 7D | +7.1% | +1.6% | +5.5% | +6.8% |
| 30D | +6.5% | +17.6% | -11.1% | +3.1% |
| 3M | -13.6% | +26.9% | -40.5% | -17.9% |
| 6M | +6.0% | +41.8% | -35.8% | -2.5% |
| YTD | +5.4% | +3.8% | +1.5% | +3.9% |
| 1Y | +6.5% | -2.5% | +8.9% | +6.8% |
| 3Y | +268.6% | +260.6% | +8.0% | +163.1% |
| All | +268.6% | +255.6% | +13.0% | +163.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling