+3,306.4%
V vs GE
+194.4%
+3,112.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.8% | -3.9% | -1.4% |
| 7D | -0.8% | +6.3% | -7.0% | -2.9% |
| 30D | +9.5% | +8.9% | +0.7% | +6.2% |
| 3M | +16.7% | -9.2% | +25.9% | +20.1% |
| 6M | +32.9% | +13.2% | +19.7% | +26.1% |
| YTD | +21.1% | +9.4% | +11.7% | +14.7% |
| 1Y | +26.6% | +9.8% | +16.9% | +19.6% |
| 3Y | +78.4% | +278.2% | -199.8% | +4.3% |
| 5Y | +105.5% | +396.0% | -290.5% | +6.5% |
| 10Y | +444.2% | +162.4% | +281.9% | +227.2% |
| All | +3,306.4% | +194.4% | +3,112.0% | +1,862.4% |
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