+465.6%
GE vs SPOT
+227.0%
+238.6%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.2% | +4.2% | +1.7% |
| 7D | -1.6% | -0.9% | -0.7% | -1.5% |
| 30D | -11.6% | +12.5% | -24.1% | -13.5% |
| 3M | +3.0% | +9.9% | -6.9% | +0.8% |
| 6M | -0.5% | +1.6% | -2.1% | -1.9% |
| YTD | +9.7% | -6.6% | +16.3% | +9.4% |
| 1Y | +20.0% | -22.9% | +43.0% | +24.0% |
| 3Y | +275.8% | +244.3% | +31.6% | +191.4% |
| 5Y | +429.1% | +117.8% | +311.3% | +316.5% |
| All | +465.6% | +227.0% | +238.6% | +252.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling