+93.9%
QQQ vs GE
+415.9%
-322.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.9% |
| 7D | -1.3% | -2.8% | +1.5% | -0.2% |
| 30D | -1.4% | -11.9% | +10.6% | +3.4% |
| 3M | +2.3% | +1.8% | +0.4% | +1.0% |
| 6M | +16.9% | -0.6% | +17.5% | +15.7% |
| YTD | +15.6% | +5.5% | +10.1% | +11.1% |
| 1Y | +22.6% | +15.0% | +7.7% | +13.2% |
| 3Y | +93.5% | +269.5% | -176.0% | +3.6% |
| 5Y | +93.9% | +422.4% | -328.5% | -18.9% |
| All | +93.9% | +415.9% | -322.0% | -18.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling