+266.1%
GE vs W
+161.9%
+104.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.2% |
| 7D | +2.7% | +0.2% | +2.5% | +2.6% |
| 30D | +8.1% | +6.8% | +1.3% | +7.0% |
| 3M | -7.9% | +10.7% | -18.5% | -9.4% |
| 6M | +12.9% | +86.3% | -73.4% | +2.2% |
| YTD | +8.2% | +11.5% | -3.3% | +3.6% |
| 1Y | +9.7% | +5.1% | +4.6% | +5.6% |
| 3Y | +266.1% | +171.0% | +95.1% | +209.5% |
| All | +266.1% | +161.9% | +104.2% | +209.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling