+977.1%
BE vs GE
+441.2%
+536.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.8% | 0.0% | -1.1% |
| 7D | +23.9% | -1.2% | +25.2% | +25.0% |
| 30D | +27.8% | -11.3% | +39.1% | +37.4% |
| 3M | +3.7% | -1.4% | +5.1% | +5.4% |
| 6M | +78.0% | +1.2% | +76.7% | +76.4% |
| YTD | +209.9% | +5.9% | +204.0% | +198.0% |
| 1Y | +389.6% | +18.4% | +371.2% | +347.0% |
| 3Y | +1,730.6% | +271.0% | +1,459.6% | +759.1% |
| 5Y | +1,227.8% | +417.9% | +809.9% | +412.7% |
| All | +977.1% | +441.2% | +536.0% | +208.6% |
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 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