+410.1%
GE vs SU
+349.6%
+60.6%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -2.8% | +1.7% | -4.5% | -3.1% |
| 30D | -11.9% | +9.6% | -21.6% | -13.4% |
| 3M | +1.8% | +11.7% | -9.9% | -0.5% |
| 6M | -0.6% | +21.9% | -22.5% | -5.9% |
| YTD | +5.5% | +58.6% | -53.1% | -6.6% |
| 1Y | +15.0% | +66.5% | -51.6% | +0.3% |
| 3Y | +269.5% | +121.4% | +148.1% | +197.0% |
| All | +410.1% | +349.6% | +60.6% | +220.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling