+2,689.6%
GE vs WM
+29,154.7%
-26,465.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.2% | -5.6% | -4.7% |
| 7D | +0.5% | +4.5% | -4.0% | -0.4% |
| 30D | +1.7% | +16.1% | -14.3% | -1.6% |
| 3M | -17.3% | +8.0% | -25.4% | -18.8% |
| 6M | +10.1% | +8.4% | +1.7% | +7.6% |
| YTD | +2.6% | +11.2% | -8.6% | -0.5% |
| 1Y | +3.7% | +22.3% | -18.6% | -1.6% |
| 3Y | +268.3% | +50.2% | +218.1% | +233.2% |
| 5Y | +376.2% | +63.3% | +312.9% | +320.8% |
| 10Y | +156.4% | +355.0% | -198.6% | +85.9% |
| All | +2,689.6% | +29,154.7% | -26,465.1% | +1,358.1% |
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