+1,683.6%
BE vs GE
+274.0%
+1,409.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +3.8% | +8.1% | +8.6% |
| 7D | -1.2% | +6.3% | -7.5% | -5.5% |
| 30D | -30.9% | +8.9% | -39.8% | -35.3% |
| 3M | -11.6% | -9.2% | -2.4% | -4.1% |
| 6M | -25.7% | +13.2% | -39.0% | -31.8% |
| YTD | +123.1% | +9.4% | +113.7% | +107.2% |
| 1Y | +43.4% | +9.8% | +33.6% | +34.1% |
| 3Y | +1,683.6% | +278.2% | +1,405.4% | +582.3% |
| All | +1,683.6% | +274.0% | +1,409.6% | +582.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling