+211.1%
GE vs WU
-21.8%
+232.9%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.1% | -0.3% |
| 7D | +2.7% | -2.0% | +4.7% | +3.5% |
| 30D | +8.1% | +11.4% | -3.3% | +2.8% |
| 3M | -7.9% | -6.8% | -1.0% | -5.8% |
| 6M | +12.9% | -14.6% | +27.5% | +17.5% |
| YTD | +8.2% | -20.6% | +28.8% | +14.8% |
| 1Y | +9.7% | -15.4% | +25.0% | +12.8% |
| 3Y | +266.1% | -23.6% | +289.7% | +279.4% |
| 5Y | +407.4% | -43.4% | +450.8% | +488.4% |
| 10Y | +150.3% | -38.8% | +189.1% | +176.5% |
| All | +211.1% | -21.8% | +232.9% | +164.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling