+55.3%
BE vs GE
+8.3%
+47.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.7% | -9.1% | -8.8% |
| 7D | -12.1% | +9.4% | -21.5% | -19.3% |
| 30D | -30.1% | +7.5% | -37.6% | -34.7% |
| 3M | -12.1% | -12.5% | +0.4% | -1.7% |
| 6M | -30.6% | +17.8% | -48.3% | -38.8% |
| YTD | +130.6% | +7.4% | +123.2% | +106.6% |
| 1Y | +55.3% | +8.9% | +46.4% | +50.7% |
| All | +55.3% | +8.3% | +47.0% | +50.7% |
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 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