+17,845.4%
WDC vs GE
+2,981.6%
+14,863.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.1% | +4.8% | +5.2% |
| 7D | +1.7% | -1.6% | +3.3% | +2.7% |
| 30D | -10.0% | -11.6% | +1.6% | -3.3% |
| 3M | -18.8% | +3.0% | -21.8% | -19.9% |
| 6M | +79.0% | -0.5% | +79.6% | +79.1% |
| YTD | +171.6% | +9.7% | +161.8% | +156.5% |
| 1Y | +417.4% | +20.0% | +397.3% | +364.2% |
| 3Y | +1,251.8% | +275.8% | +975.9% | +530.3% |
| 5Y | +911.7% | +429.1% | +482.6% | +285.2% |
| 10Y | +1,399.6% | +151.2% | +1,248.5% | +663.5% |
| All | +17,845.4% | +2,981.6% | +14,863.7% | +1,791.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling