+9,012.0%
WMT vs GE
+2,981.7%
+6,030.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.5% |
| 7D | +3.9% | -1.6% | +5.5% | +4.4% |
| 30D | -4.4% | -11.6% | +7.2% | -1.2% |
| 3M | -8.8% | +3.0% | -11.8% | -9.9% |
| 6M | -15.6% | -0.5% | -15.1% | -16.5% |
| YTD | -3.2% | +9.7% | -13.0% | -7.0% |
| 1Y | +7.0% | +20.0% | -13.0% | -0.2% |
| 3Y | +105.3% | +275.8% | -170.5% | +34.9% |
| 5Y | +129.3% | +429.1% | -299.8% | +32.8% |
| 10Y | +423.9% | +151.2% | +272.8% | +251.0% |
| All | +9,012.0% | +2,981.7% | +6,030.3% | +992.4% |
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