+155.5%
GE vs WM
+339.4%
-183.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.1% | +4.8% | +3.7% |
| 7D | +7.1% | +1.2% | +5.9% | +6.4% |
| 30D | +6.5% | +13.1% | -6.6% | 0.0% |
| 3M | -13.6% | +3.6% | -17.2% | -15.4% |
| 6M | +6.0% | +8.1% | -2.1% | +0.7% |
| YTD | +5.4% | +8.9% | -3.5% | -1.3% |
| 1Y | +6.5% | +20.3% | -13.9% | -5.9% |
| 3Y | +268.6% | +46.2% | +222.4% | +184.9% |
| 5Y | +389.0% | +59.9% | +329.2% | +248.6% |
| All | +155.5% | +339.4% | -183.9% | +6.5% |
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