+1,477.5%
XLK vs GE
+290.9%
+1,186.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.8% | +2.8% | +1.2% |
| 7D | +2.3% | -1.2% | +3.6% | +2.8% |
| 30D | +0.8% | -11.3% | +12.1% | +5.7% |
| 3M | +4.1% | -1.4% | +5.4% | +4.2% |
| 6M | +34.8% | +1.2% | +33.5% | +32.3% |
| YTD | +30.8% | +5.9% | +24.9% | +25.3% |
| 1Y | +42.4% | +18.4% | +23.9% | +29.8% |
| 3Y | +121.8% | +271.0% | -149.2% | +22.0% |
| 5Y | +146.6% | +417.9% | -271.3% | +15.3% |
| 10Y | +804.3% | +152.0% | +652.3% | +413.4% |
| All | +1,477.5% | +290.9% | +1,186.7% | +467.4% |
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