+1,569.6%
QQQ vs GE
+269.1%
+1,300.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.2% |
| 7D | +1.5% | +1.2% | +0.4% | +1.0% |
| 30D | -0.6% | -9.5% | +8.9% | +3.3% |
| 3M | +0.4% | +4.1% | -3.7% | -1.7% |
| 6M | +20.1% | +3.9% | +16.1% | +16.6% |
| YTD | +17.2% | +9.0% | +8.2% | +11.0% |
| 1Y | +24.7% | +21.9% | +2.8% | +12.3% |
| 3Y | +96.2% | +281.8% | -185.6% | +6.7% |
| 5Y | +94.4% | +436.7% | -342.3% | -10.4% |
| 10Y | +556.7% | +151.5% | +405.2% | +274.9% |
| All | +1,569.6% | +269.1% | +1,300.4% | +542.5% |
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