+904.4%
GE vs U
-43.0%
+947.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.6% | -3.3% | -0.9% |
| 7D | +1.2% | +4.5% | -3.3% | +0.8% |
| 30D | -9.5% | -0.6% | -8.9% | -9.5% |
| 3M | +4.1% | +48.4% | -44.3% | +0.2% |
| 6M | +3.9% | +115.4% | -111.4% | -3.7% |
| YTD | +9.0% | -3.2% | +12.2% | +7.5% |
| 1Y | +21.9% | -6.0% | +28.0% | +19.9% |
| 3Y | +281.8% | +13.5% | +268.3% | +253.6% |
| 5Y | +436.7% | -68.0% | +504.7% | +403.0% |
| All | +904.4% | -43.0% | +947.4% | +851.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling