+2,883.5%
GE vs WM
+26,336.4%
-23,452.8%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +1.4% |
| 7D | -1.6% | -0.3% | -1.3% | -1.5% |
| 30D | -11.6% | -2.4% | -9.2% | -11.1% |
| 3M | +3.0% | +0.4% | +2.6% | +2.7% |
| 6M | -0.5% | -9.5% | +9.0% | +1.1% |
| YTD | +9.7% | +0.5% | +9.2% | +8.9% |
| 1Y | +20.0% | -1.1% | +21.1% | +19.4% |
| 3Y | +275.8% | +46.0% | +229.8% | +242.2% |
| 5Y | +429.1% | +51.8% | +377.3% | +375.5% |
| 10Y | +151.2% | +307.5% | -156.3% | +86.7% |
| All | +2,883.5% | +26,336.4% | -23,452.8% | +1,496.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling