+147.5%
GE vs WBD
+15.0%
+132.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | 0.0% |
| 7D | -4.0% | -0.7% | -3.2% | -3.8% |
| 30D | -11.4% | +1.4% | -12.8% | -11.7% |
| 3M | -2.6% | +4.4% | -7.0% | -3.7% |
| 6M | -0.3% | +0.8% | -1.2% | -0.6% |
| YTD | +5.4% | -2.7% | +8.1% | +6.0% |
| 1Y | +15.5% | +73.4% | -57.9% | +0.1% |
| 3Y | +260.8% | +142.1% | +118.6% | +165.4% |
| 5Y | +421.6% | +7.2% | +414.4% | +359.6% |
| All | +147.5% | +15.0% | +132.5% | +79.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 10y: compounded portfolio wealth divided by compounded WBD 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…
10y analysis · Full analysis span regression · 6 months rolling