+2,780.0%
GE vs SU
+61,771.6%
-58,991.6%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.7% | -4.5% | -2.8% |
| 7D | -1.2% | +1.6% | -2.8% | -1.2% |
| 30D | -11.3% | +10.7% | -22.0% | -11.3% |
| 3M | -1.4% | +13.5% | -14.9% | -1.4% |
| 6M | +1.2% | +21.8% | -20.6% | +1.2% |
| YTD | +5.9% | +58.8% | -52.9% | +5.9% |
| 1Y | +18.4% | +72.0% | -53.6% | +18.3% |
| 3Y | +271.0% | +121.7% | +149.3% | +270.6% |
| 5Y | +417.9% | +350.4% | +67.5% | +417.0% |
| 10Y | +152.0% | +264.7% | -112.7% | +151.5% |
| All | +2,780.0% | +61,771.6% | -58,991.6% | +2,799.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling