+436.6%
GE vs SPOT
+107.9%
+328.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.2% | +4.2% | +1.7% |
| 7D | -1.6% | -0.9% | -0.7% | -1.4% |
| 30D | -11.6% | +12.5% | -24.1% | -13.8% |
| 3M | +3.0% | +9.9% | -6.9% | +0.6% |
| 6M | -0.5% | +1.6% | -2.1% | -2.0% |
| YTD | +9.7% | -6.6% | +16.3% | +9.5% |
| 1Y | +20.0% | -22.9% | +43.0% | +25.0% |
| 3Y | +275.8% | +244.3% | +31.6% | +178.0% |
| All | +436.6% | +107.9% | +328.7% | +290.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling