+707.7%
BE vs GE
+451.0%
+256.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.5% | -0.1% | -1.4% |
| 7D | +20.5% | +5.1% | +15.4% | +17.1% |
| 30D | -23.4% | +7.6% | -30.9% | -26.4% |
| 3M | -14.9% | -9.3% | -5.6% | -8.9% |
| 6M | -28.1% | +11.5% | -39.6% | -31.9% |
| YTD | +132.4% | +7.9% | +124.5% | +122.8% |
| 1Y | +59.4% | +7.6% | +51.7% | +54.2% |
| 3Y | +1,815.8% | +265.9% | +1,550.0% | +811.2% |
| 5Y | +491.3% | +405.9% | +85.4% | +132.4% |
| All | +707.7% | +451.0% | +256.7% | +130.7% |
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