+411.1%
WDC vs GE
+18.8%
+392.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.8% | +3.9% | +3.0% |
| 7D | +7.5% | -1.2% | +8.7% | +8.3% |
| 30D | +10.1% | -11.3% | +21.3% | +19.5% |
| 3M | -6.8% | -1.4% | -5.4% | -5.2% |
| 6M | +84.1% | +1.2% | +82.9% | +81.4% |
| YTD | +180.3% | +5.9% | +174.3% | +168.4% |
| 1Y | +411.1% | +18.4% | +392.7% | +376.6% |
| All | +411.1% | +18.8% | +392.3% | +376.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling