+151.5%
GE vs URA
+371.9%
-220.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.1% | -3.8% | -1.7% |
| 7D | +1.2% | +8.1% | -6.9% | -1.4% |
| 30D | -9.5% | +5.8% | -15.3% | -11.4% |
| 3M | +4.1% | +3.4% | +0.7% | +2.2% |
| 6M | +3.9% | -2.6% | +6.6% | +3.2% |
| YTD | +9.0% | +11.2% | -2.1% | +2.1% |
| 1Y | +21.9% | +19.8% | +2.1% | +9.4% |
| 3Y | +281.8% | +121.5% | +160.3% | +163.4% |
| 5Y | +436.7% | +134.5% | +302.3% | +239.6% |
| 10Y | +151.5% | +376.7% | -225.1% | +0.7% |
| All | +151.5% | +371.9% | -220.4% | +0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded URA 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling