+157.4%
GE vs WM
+329.9%
-172.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.6% |
| 7D | +5.4% | +1.2% | +4.2% | +4.7% |
| 30D | +9.6% | +13.7% | -4.0% | +2.8% |
| 3M | -7.7% | +5.2% | -12.9% | -10.4% |
| 6M | +14.0% | +11.2% | +2.8% | +6.8% |
| YTD | +10.2% | +9.4% | +0.7% | +2.9% |
| 1Y | +8.9% | +20.4% | -11.5% | -3.7% |
| 3Y | +273.7% | +44.7% | +229.0% | +190.9% |
| 5Y | +410.2% | +58.5% | +351.7% | +266.8% |
| 10Y | +157.4% | +326.4% | -168.9% | +10.9% |
| All | +157.4% | +329.9% | -172.4% | +10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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