+436.6%
GE vs WM
+52.1%
+384.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +1.3% |
| 7D | -1.6% | -0.3% | -1.3% | -1.5% |
| 30D | -11.6% | -2.4% | -9.2% | -11.2% |
| 3M | +3.0% | +0.4% | +2.6% | +2.5% |
| 6M | -0.5% | -9.5% | +9.0% | +1.4% |
| YTD | +9.7% | +0.5% | +9.2% | +8.3% |
| 1Y | +20.0% | -1.1% | +21.1% | +18.9% |
| 3Y | +275.8% | +46.0% | +229.8% | +231.0% |
| All | +436.6% | +52.1% | +384.4% | +360.6% |
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