+147.5%
GE vs SU
+267.2%
-119.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | 0.0% | -0.1% |
| 7D | -4.0% | +2.2% | -6.2% | -4.8% |
| 30D | -11.4% | +8.4% | -19.8% | -14.0% |
| 3M | -2.6% | +12.1% | -14.7% | -7.2% |
| 6M | -0.3% | +19.7% | -20.0% | -8.7% |
| YTD | +5.4% | +58.4% | -53.1% | -13.5% |
| 1Y | +15.5% | +67.2% | -51.7% | -7.4% |
| 3Y | +260.8% | +125.0% | +135.7% | +151.0% |
| 5Y | +421.6% | +355.1% | +66.6% | +150.2% |
| All | +147.5% | +267.2% | -119.8% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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