+11,850.9%
WDC vs GE
+2,929.0%
+8,921.9%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.5% | +2.8% | +1.3% |
| 7D | +16.3% | +5.1% | +11.2% | +13.1% |
| 30D | -18.3% | +7.6% | -25.8% | -21.6% |
| 3M | -31.4% | -9.3% | -22.1% | -27.6% |
| 6M | -36.3% | +11.5% | -47.8% | -40.2% |
| YTD | +80.8% | +7.9% | +73.0% | +72.4% |
| 1Y | +87.7% | +7.6% | +80.1% | +79.0% |
| 3Y | +819.4% | +265.9% | +553.6% | +335.8% |
| 5Y | +583.2% | +405.9% | +177.3% | +167.2% |
| 10Y | +689.8% | +149.6% | +540.2% | +303.3% |
| All | +11,850.9% | +2,929.0% | +8,921.9% | +1,171.5% |
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 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