+147.5%
GE vs WY
+7.6%
+139.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.3% |
| 7D | -4.0% | -4.2% | +0.2% | -1.9% |
| 30D | -11.4% | -10.1% | -1.3% | -6.7% |
| 3M | -2.6% | -8.5% | +5.9% | +1.1% |
| 6M | -0.3% | -3.3% | +3.0% | +0.6% |
| YTD | +5.4% | -4.4% | +9.8% | +6.3% |
| 1Y | +15.5% | -11.5% | +27.0% | +20.7% |
| 3Y | +260.8% | -24.3% | +285.1% | +296.4% |
| 5Y | +421.6% | -21.3% | +443.0% | +449.4% |
| All | +147.5% | +7.6% | +139.9% | +108.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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