+695.1%
WDC vs GE
+160.4%
+534.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.4% | +6.9% | +7.6% |
| 7D | -3.2% | +4.0% | -7.3% | -4.8% |
| 30D | -19.0% | +11.1% | -30.1% | -23.5% |
| 3M | -28.4% | -6.7% | -21.7% | -25.7% |
| 6M | -39.2% | +14.3% | -53.5% | -43.5% |
| YTD | +82.1% | +11.7% | +70.3% | +70.9% |
| 1Y | +84.7% | +10.9% | +73.8% | +73.9% |
| 3Y | +825.6% | +279.0% | +546.6% | +355.2% |
| 5Y | +608.2% | +427.0% | +181.2% | +189.2% |
| 10Y | +695.1% | +158.6% | +536.5% | +194.0% |
| All | +695.1% | +160.4% | +534.7% | +194.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling