+93.3%
QQQ vs GE
+269.2%
-175.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.5% | +0.7% |
| 7D | +1.0% | -1.2% | +2.2% | +1.4% |
| 30D | -0.6% | -11.3% | +10.6% | +3.2% |
| 3M | +1.3% | -1.4% | +2.7% | +1.3% |
| 6M | +18.1% | +1.2% | +16.9% | +16.4% |
| YTD | +16.9% | +5.9% | +10.9% | +12.7% |
| 1Y | +24.0% | +18.4% | +5.6% | +14.2% |
| All | +93.3% | +269.2% | -175.9% | +19.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling