+21.9%
GE vs W
+11.1%
+10.9%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.7% |
| 7D | +1.2% | +6.5% | -5.3% | +0.3% |
| 30D | -9.5% | -6.2% | -3.3% | -8.8% |
| 3M | +4.1% | +48.9% | -44.7% | -3.1% |
| 6M | +3.9% | +31.2% | -27.3% | -2.8% |
| YTD | +9.0% | -0.4% | +9.5% | +3.8% |
| 1Y | +21.9% | +14.8% | +7.1% | +14.3% |
| All | +21.9% | +11.1% | +10.9% | +14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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