+772.0%
WDC vs GE
+274.0%
+498.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +3.8% | +6.1% | +7.3% |
| 7D | -14.4% | +6.3% | -20.7% | -17.4% |
| 30D | -27.1% | +8.9% | -35.9% | -31.0% |
| 3M | -33.3% | -9.2% | -24.1% | -29.0% |
| 6M | -39.6% | +13.2% | -52.8% | -44.1% |
| YTD | +68.4% | +9.4% | +59.0% | +57.9% |
| 1Y | +78.2% | +9.8% | +68.4% | +66.8% |
| 3Y | +772.0% | +278.2% | +493.8% | +304.5% |
| All | +772.0% | +274.0% | +498.0% | +304.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling