+389.6%
BE vs GE
+18.8%
+370.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.8% | 0.0% | -0.1% |
| 7D | +23.9% | -1.2% | +25.2% | +25.6% |
| 30D | +27.8% | -11.3% | +39.1% | +42.7% |
| 3M | +3.7% | -1.4% | +5.1% | +6.1% |
| 6M | +78.0% | +1.2% | +76.7% | +79.0% |
| YTD | +209.9% | +5.9% | +204.0% | +178.6% |
| 1Y | +389.6% | +18.4% | +371.2% | +276.5% |
| All | +389.6% | +18.8% | +370.8% | +276.5% |
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