+376.2%
GE vs USB
+22.2%
+354.0%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.1% | -2.4% | -3.6% |
| 7D | +0.5% | -1.5% | +2.0% | +1.2% |
| 30D | +1.7% | +4.3% | -2.6% | +0.1% |
| 3M | -17.3% | -6.1% | -11.2% | -15.2% |
| 6M | +10.1% | +9.4% | +0.7% | +6.1% |
| YTD | +2.6% | +15.2% | -12.6% | -3.1% |
| 1Y | +3.7% | +32.8% | -29.0% | -7.4% |
| 3Y | +268.3% | +91.3% | +177.0% | +181.1% |
| 5Y | +376.2% | +22.7% | +353.5% | +356.5% |
| All | +376.2% | +22.2% | +354.0% | +356.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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