+558.6%
QQQ vs GE
+151.5%
+407.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.0% | +0.9% |
| 7D | -0.6% | -4.0% | +3.4% | +0.5% |
| 30D | -1.2% | -11.4% | +10.2% | +1.9% |
| 3M | -0.2% | -2.6% | +2.4% | +0.2% |
| 6M | +17.9% | -0.3% | +18.3% | +17.1% |
| YTD | +16.6% | +5.4% | +11.3% | +13.8% |
| 1Y | +23.0% | +15.5% | +7.4% | +16.9% |
| 3Y | +92.9% | +260.8% | -167.8% | +35.2% |
| 5Y | +95.6% | +421.6% | -326.0% | +22.9% |
| All | +558.6% | +151.5% | +407.0% | +308.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling