+18.4%
GE vs SPY
+18.8%
-0.4%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.4% | -2.3% |
| 7D | -1.2% | -0.4% | -0.9% | -0.8% |
| 30D | -11.3% | -1.4% | -9.9% | -9.8% |
| 3M | -1.4% | +3.7% | -5.1% | -6.2% |
| 6M | +1.2% | +13.0% | -11.8% | -14.8% |
| YTD | +5.9% | +12.4% | -6.5% | -10.2% |
| 1Y | +18.4% | +18.5% | -0.1% | -3.8% |
| All | +18.4% | +18.8% | -0.4% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling