+390.5%
GE vs U
-66.8%
+457.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +5.5% | -2.8% | +2.1% |
| 7D | +7.1% | +36.6% | -29.5% | +3.5% |
| 30D | +6.5% | +13.3% | -6.9% | +4.8% |
| 3M | -13.6% | +26.2% | -39.7% | -16.0% |
| 6M | +6.0% | +88.7% | -82.8% | -1.8% |
| YTD | +5.4% | +16.6% | -11.2% | +1.3% |
| 1Y | +6.5% | +29.0% | -22.5% | +0.8% |
| 3Y | +268.6% | +99.5% | +169.1% | +214.2% |
| All | +390.5% | -66.8% | +457.3% | +378.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling