+250.2%
XLI vs GE
+151.9%
+98.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | -2.3% | -2.8% | +0.5% | -1.3% |
| 30D | -8.2% | -11.9% | +3.8% | -3.9% |
| 3M | +0.8% | +1.8% | -1.1% | -0.1% |
| 6M | +0.8% | -0.6% | +1.4% | +0.3% |
| YTD | +10.5% | +5.5% | +5.0% | +7.3% |
| 1Y | +14.1% | +15.0% | -0.8% | +7.1% |
| 3Y | +68.6% | +269.5% | -200.9% | +0.9% |
| 5Y | +80.4% | +422.4% | -342.0% | -7.1% |
| All | +250.2% | +151.9% | +98.3% | +97.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling