-36.3%
WDC vs GE
+10.7%
-47.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.5% | +2.8% | +1.9% |
| 7D | +16.3% | +5.1% | +11.2% | +12.4% |
| 30D | -18.3% | +7.6% | -25.8% | -21.8% |
| 3M | -31.4% | -9.3% | -22.1% | -25.7% |
| 6M | -36.3% | +11.5% | -47.8% | -35.6% |
| All | -36.3% | +10.7% | -47.0% | -35.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling