+8.9%
GE vs U
+17.5%
-8.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.9% | -2.2% | +2.6% |
| 7D | +9.4% | +7.5% | +1.9% | +9.1% |
| 30D | +7.5% | -7.0% | +14.6% | +7.6% |
| 3M | -12.5% | +20.6% | -33.1% | -13.0% |
| 6M | +17.8% | +53.2% | -35.4% | +16.4% |
| YTD | +7.4% | -3.9% | +11.3% | +6.4% |
| 1Y | +8.9% | +18.4% | -9.5% | +4.3% |
| All | +8.9% | +17.5% | -8.6% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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