+914.9%
GE vs U
-32.9%
+947.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.8% | +0.9% |
| 7D | +5.4% | +24.4% | -19.0% | +3.2% |
| 30D | +9.6% | +7.4% | +2.3% | +8.7% |
| 3M | -7.7% | +16.8% | -24.5% | -9.3% |
| 6M | +14.0% | +78.8% | -64.7% | +7.5% |
| YTD | +10.2% | +14.0% | -3.8% | +6.7% |
| 1Y | +8.9% | +16.7% | -7.8% | +5.1% |
| 3Y | +273.7% | +86.4% | +187.3% | +230.0% |
| 5Y | +410.2% | -71.5% | +481.7% | +367.5% |
| All | +914.9% | -32.9% | +947.8% | +844.2% |
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