+9.7%
GE vs U
+33.7%
-24.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.2% | -5.0% | +0.2% |
| 7D | +2.7% | +2.6% | +0.1% | +2.6% |
| 30D | +8.1% | +27.6% | -19.5% | +7.5% |
| 3M | -7.9% | +15.3% | -23.2% | -8.2% |
| 6M | +12.9% | +96.4% | -83.5% | +11.4% |
| YTD | +8.2% | +19.6% | -11.4% | +6.0% |
| 1Y | +9.7% | +42.1% | -32.4% | +6.9% |
| All | +9.7% | +33.7% | -24.0% | +6.9% |
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