+9.7%
GE vs WM
+21.5%
-11.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +2.7% | +3.2% | -0.6% | +3.5% |
| 30D | +8.1% | +13.0% | -4.9% | +11.7% |
| 3M | -7.9% | +9.2% | -17.1% | -5.7% |
| 6M | +12.9% | +13.6% | -0.7% | +17.0% |
| YTD | +8.2% | +12.4% | -4.2% | +10.1% |
| 1Y | +9.7% | +21.2% | -11.5% | +10.2% |
| All | +9.7% | +21.5% | -11.8% | +10.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling