+436.7%
GE vs WCC
+229.6%
+207.1%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.5% | -3.1% | -1.4% |
| 7D | +1.2% | +8.5% | -7.3% | -1.3% |
| 30D | -9.5% | -1.0% | -8.5% | -9.4% |
| 3M | +4.1% | +2.1% | +2.0% | +2.7% |
| 6M | +3.9% | +36.8% | -32.9% | -6.7% |
| YTD | +9.0% | +47.7% | -38.7% | -4.8% |
| 1Y | +21.9% | +66.5% | -44.6% | +1.8% |
| 3Y | +281.8% | +134.2% | +147.6% | +166.9% |
| 5Y | +436.7% | +231.6% | +205.1% | +188.3% |
| All | +436.7% | +229.6% | +207.1% | +188.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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