+641.7%
BE vs GE
+462.8%
+178.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.7% | -5.1% | -4.8% |
| 7D | -13.4% | +5.4% | -18.7% | -15.8% |
| 30D | -33.9% | +9.6% | -43.5% | -37.4% |
| 3M | -12.0% | -7.7% | -4.3% | -7.1% |
| 6M | -29.0% | +14.0% | -43.0% | -33.7% |
| YTD | +113.4% | +10.2% | +103.2% | +101.6% |
| 1Y | +33.2% | +8.9% | +24.3% | +27.7% |
| 3Y | +1,659.2% | +273.7% | +1,385.6% | +724.4% |
| 5Y | +461.4% | +410.2% | +51.2% | +118.7% |
| All | +641.7% | +462.8% | +178.9% | +108.7% |
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