+2,841.0%
GE vs WSM
+38,954.9%
-36,113.9%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.2% | 0.0% |
| 7D | +2.7% | 0.0% | +2.7% | +2.7% |
| 30D | +8.1% | +5.1% | +3.0% | +7.0% |
| 3M | -7.9% | +5.1% | -13.0% | -8.8% |
| 6M | +12.9% | +48.6% | -35.7% | +4.3% |
| YTD | +8.2% | +44.2% | -36.0% | +0.5% |
| 1Y | +9.7% | +38.1% | -28.4% | +2.6% |
| 3Y | +266.1% | +257.2% | +8.9% | +175.4% |
| 5Y | +407.4% | +165.1% | +242.3% | +293.2% |
| 10Y | +150.3% | +1,123.6% | -973.2% | +36.6% |
| All | +2,841.0% | +38,954.9% | -36,113.9% | +759.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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