+81.8%
SPY vs GE
+434.8%
-353.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.1% | -0.3% |
| 7D | +0.5% | +1.2% | -0.6% | +0.2% |
| 30D | -0.9% | -9.5% | +8.6% | +2.2% |
| 3M | +3.9% | +4.1% | -0.2% | +2.0% |
| 6M | +14.5% | +3.9% | +10.6% | +11.8% |
| YTD | +12.9% | +9.0% | +3.9% | +7.9% |
| 1Y | +19.4% | +21.9% | -2.6% | +9.2% |
| 3Y | +78.5% | +281.8% | -203.3% | +3.1% |
| 5Y | +81.8% | +436.7% | -355.0% | -14.9% |
| All | +81.8% | +434.8% | -353.0% | -14.9% |
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