+376.2%
GE vs WM
+62.1%
+314.1%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.2% | -5.6% | -4.7% |
| 7D | +0.5% | +4.5% | -4.0% | -0.3% |
| 30D | +1.7% | +16.1% | -14.3% | -1.3% |
| 3M | -17.3% | +8.0% | -25.4% | -18.7% |
| 6M | +10.1% | +8.4% | +1.7% | +7.8% |
| YTD | +2.6% | +11.2% | -8.6% | -0.9% |
| 1Y | +3.7% | +22.3% | -18.6% | -2.9% |
| 3Y | +268.3% | +50.2% | +218.1% | +224.8% |
| 5Y | +376.2% | +63.3% | +312.9% | +305.9% |
| All | +376.2% | +62.1% | +314.1% | +305.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling