+1,251.0%
BE vs GE
+434.8%
+816.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.7% | +10.3% | +10.2% |
| 7D | +29.8% | +1.2% | +28.6% | +28.6% |
| 30D | +26.4% | -9.5% | +35.9% | +37.1% |
| 3M | +9.3% | +4.1% | +5.2% | +6.3% |
| 6M | +105.1% | +3.9% | +101.1% | +96.9% |
| YTD | +219.0% | +9.0% | +210.0% | +192.0% |
| 1Y | +418.8% | +21.9% | +396.8% | +340.1% |
| 3Y | +1,784.6% | +281.8% | +1,502.8% | +475.0% |
| 5Y | +1,251.0% | +436.7% | +814.2% | +180.5% |
| All | +1,251.0% | +434.8% | +816.2% | +180.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling