+11,028.0%
WDC vs GE
+2,971.9%
+8,056.1%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +3.8% | +6.1% | +7.7% |
| 7D | -14.4% | +6.3% | -20.7% | -17.0% |
| 30D | -27.1% | +8.9% | -35.9% | -30.5% |
| 3M | -33.3% | -9.2% | -24.1% | -29.6% |
| 6M | -39.6% | +13.2% | -52.8% | -43.7% |
| YTD | +68.4% | +9.4% | +59.0% | +59.2% |
| 1Y | +78.2% | +9.8% | +68.4% | +68.1% |
| 3Y | +772.0% | +278.2% | +493.8% | +305.6% |
| 5Y | +584.9% | +396.0% | +188.9% | +170.5% |
| 10Y | +653.4% | +162.4% | +491.1% | +273.7% |
| All | +11,028.0% | +2,971.9% | +8,056.1% | +1,074.4% |
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