+10,793.7%
WMT vs GE
+2,937.7%
+7,856.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.4% |
| 7D | +2.0% | +2.7% | -0.6% | +1.3% |
| 30D | +10.3% | +8.1% | +2.2% | +7.7% |
| 3M | +11.0% | -7.9% | +18.8% | +13.1% |
| 6M | -2.3% | +12.9% | -15.2% | -6.4% |
| YTD | +15.7% | +8.2% | +7.5% | +11.3% |
| 1Y | +26.0% | +9.7% | +16.3% | +20.4% |
| 3Y | +136.5% | +266.1% | -129.6% | +56.5% |
| 5Y | +176.8% | +407.4% | -230.5% | +62.4% |
| 10Y | +537.5% | +150.3% | +387.2% | +326.0% |
| All | +10,793.7% | +2,937.7% | +7,856.0% | +1,207.6% |
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 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