+992.6%
WDC vs GE
+434.8%
+557.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.8% | +2.6% |
| 7D | +6.0% | +1.2% | +4.8% | +5.2% |
| 30D | +9.9% | -9.5% | +19.4% | +17.5% |
| 3M | -9.4% | +4.1% | -13.5% | -11.5% |
| 6M | +94.7% | +3.9% | +90.8% | +88.7% |
| YTD | +177.4% | +9.0% | +168.3% | +159.6% |
| 1Y | +412.6% | +21.9% | +390.6% | +344.5% |
| 3Y | +1,359.8% | +281.8% | +1,078.0% | +467.7% |
| 5Y | +992.6% | +436.7% | +555.8% | +207.7% |
| All | +992.6% | +434.8% | +557.8% | +207.7% |
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