+360.5%
BE vs GE
+22.8%
+337.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.1% | +6.3% | +6.3% |
| 7D | +20.0% | -1.6% | +21.6% | +22.0% |
| 30D | +7.9% | -11.6% | +19.5% | +21.3% |
| 3M | -13.2% | +3.0% | -16.2% | -14.9% |
| 6M | +53.5% | -0.5% | +54.0% | +60.4% |
| YTD | +191.0% | +9.7% | +181.3% | +152.9% |
| 1Y | +360.5% | +20.0% | +340.5% | +249.6% |
| All | +360.5% | +22.8% | +337.7% | +249.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling