+410.2%
GE vs WU
-41.3%
+451.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.5% | +0.5% |
| 7D | +5.4% | +11.0% | -5.7% | +3.0% |
| 30D | +9.6% | +13.4% | -3.8% | +6.6% |
| 3M | -7.7% | +2.2% | -9.9% | -8.5% |
| 6M | +14.0% | -18.2% | +32.2% | +18.0% |
| YTD | +10.2% | -18.3% | +28.4% | +13.4% |
| 1Y | +8.9% | -12.2% | +21.1% | +9.8% |
| 3Y | +273.7% | -20.8% | +294.5% | +278.1% |
| 5Y | +410.2% | -42.6% | +452.8% | +488.3% |
| All | +410.2% | -41.3% | +451.5% | +488.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling