+11.5%
GE vs U
+87.6%
-76.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.5% | -3.5% |
| 7D | +5.1% | +2.8% | +2.3% | +4.9% |
| 30D | +7.6% | +7.6% | -0.1% | +7.1% |
| 3M | -9.3% | +12.7% | -22.0% | -10.2% |
| 6M | +11.5% | +87.0% | -75.4% | +2.9% |
| All | +11.5% | +87.6% | -76.0% | +2.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling