+152.0%
GE vs SPXU
-99.5%
+251.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | +0.7% |
| 7D | +2.7% | -7.6% | +10.2% | -0.2% |
| 30D | +8.1% | +5.3% | +2.7% | +11.2% |
| 3M | -7.9% | +9.6% | -17.5% | -3.5% |
| 6M | +12.9% | -4.5% | +17.4% | +13.4% |
| YTD | +8.2% | -25.9% | +34.1% | +0.5% |
| 1Y | +9.7% | -28.9% | +38.5% | +0.7% |
| 3Y | +266.1% | -80.5% | +346.6% | +133.1% |
| 5Y | +407.4% | -83.4% | +490.8% | +262.2% |
| All | +152.0% | -99.5% | +251.4% | -20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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