+738.6%
IVV vs GE
+139.5%
+599.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.7% | -2.4% | -0.7% |
| 7D | -2.7% | +7.1% | -9.8% | -5.3% |
| 30D | -5.4% | +6.5% | -11.8% | -7.8% |
| 3M | -4.1% | -13.6% | +9.5% | +0.9% |
| 6M | +0.7% | +6.0% | -5.3% | -2.5% |
| YTD | +8.7% | +5.4% | +3.4% | +4.4% |
| 1Y | +11.0% | +6.5% | +4.5% | +5.9% |
| 3Y | +75.4% | +268.6% | -193.2% | +0.6% |
| 5Y | +68.3% | +389.0% | -320.7% | -15.6% |
| 10Y | +315.5% | +163.3% | +152.2% | +140.0% |
| All | +738.6% | +139.5% | +599.1% | +312.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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