+717.5%
GE vs SPXU
-100.0%
+817.5%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.5% | -3.1% |
| 7D | +5.1% | -9.4% | +14.5% | +1.5% |
| 30D | +7.6% | +7.4% | +0.1% | +11.5% |
| 3M | -9.3% | +6.2% | -15.5% | -6.1% |
| 6M | +11.5% | -7.2% | +18.8% | +10.8% |
| YTD | +7.9% | -26.8% | +34.6% | -0.2% |
| 1Y | +7.6% | -26.3% | +33.9% | +0.3% |
| 3Y | +265.9% | -80.6% | +346.5% | +131.8% |
| 5Y | +405.9% | -83.6% | +489.5% | +257.8% |
| 10Y | +149.6% | -99.5% | +249.1% | -29.8% |
| All | +717.5% | -100.0% | +817.5% | -40.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling