+896.6%
GE vs U
-29.6%
+926.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.2% | -5.0% | -0.2% |
| 7D | +2.7% | +2.6% | +0.1% | +2.4% |
| 30D | +8.1% | +27.6% | -19.5% | +5.6% |
| 3M | -7.9% | +15.3% | -23.2% | -9.3% |
| 6M | +12.9% | +96.4% | -83.5% | +5.5% |
| YTD | +8.2% | +19.6% | -11.4% | +4.3% |
| 1Y | +9.7% | +42.1% | -32.4% | +3.8% |
| 3Y | +266.1% | +87.5% | +178.6% | +223.3% |
| 5Y | +407.4% | -73.1% | +480.5% | +362.1% |
| All | +896.6% | -29.6% | +926.2% | +823.2% |
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