+273.7%
GE vs WU
-20.5%
+294.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.5% | +0.6% |
| 7D | +5.4% | +11.0% | -5.7% | +4.3% |
| 30D | +9.6% | +13.4% | -3.8% | +8.3% |
| 3M | -7.7% | +2.2% | -9.9% | -8.1% |
| 6M | +14.0% | -18.2% | +32.2% | +15.6% |
| YTD | +10.2% | -18.3% | +28.4% | +11.5% |
| 1Y | +8.9% | -12.2% | +21.1% | +9.0% |
| 3Y | +273.7% | -20.8% | +294.5% | +282.2% |
| All | +273.7% | -20.5% | +294.1% | +282.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling