+147.8%
GE vs WU
-39.5%
+187.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.1% |
| 7D | -2.8% | -5.0% | +2.2% | -0.9% |
| 30D | -11.9% | -2.3% | -9.7% | -11.3% |
| 3M | +1.8% | -3.2% | +5.1% | +1.0% |
| 6M | -0.6% | -25.0% | +24.4% | +9.0% |
| YTD | +5.5% | -21.7% | +27.2% | +12.9% |
| 1Y | +15.0% | -9.0% | +23.9% | +13.8% |
| 3Y | +269.5% | -28.9% | +298.4% | +295.6% |
| 5Y | +422.4% | -51.0% | +473.5% | +571.1% |
| All | +147.8% | -39.5% | +187.3% | +188.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling