+2,883.5%
GE vs WY
+688.1%
+2,195.4%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +0.7% |
| 7D | -1.6% | -1.7% | +0.1% | -0.8% |
| 30D | -11.6% | -10.1% | -1.5% | -7.6% |
| 3M | +3.0% | -5.1% | +8.2% | +4.8% |
| 6M | -0.5% | -4.8% | +4.3% | +1.0% |
| YTD | +9.7% | -0.2% | +10.0% | +8.7% |
| 1Y | +20.0% | -6.6% | +26.7% | +21.7% |
| 3Y | +275.8% | -22.7% | +298.6% | +304.5% |
| 5Y | +429.1% | -22.2% | +451.3% | +460.9% |
| 10Y | +151.2% | +7.3% | +143.9% | +119.9% |
| All | +2,883.5% | +688.1% | +2,195.4% | +1,052.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling