+436.7%
GE vs WU
-51.1%
+487.8%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.9% | -0.1% |
| 7D | +1.2% | -0.8% | +2.0% | +1.3% |
| 30D | -9.5% | -1.1% | -8.4% | -9.4% |
| 3M | +4.1% | -1.8% | +5.9% | +3.3% |
| 6M | +3.9% | -23.9% | +27.9% | +9.7% |
| YTD | +9.0% | -20.4% | +29.4% | +13.3% |
| 1Y | +21.9% | -10.6% | +32.5% | +21.7% |
| 3Y | +281.8% | -27.7% | +309.5% | +299.0% |
| 5Y | +436.7% | -51.1% | +487.9% | +584.2% |
| All | +436.7% | -51.1% | +487.8% | +584.2% |
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 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