+53.5%
BE vs GE
+0.4%
+53.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.1% | +6.3% | +6.5% |
| 7D | +20.0% | -1.6% | +21.6% | +21.5% |
| 30D | +7.9% | -11.6% | +19.5% | +18.3% |
| 3M | -13.2% | +3.0% | -16.2% | -13.4% |
| 6M | +53.5% | -0.5% | +54.0% | +71.9% |
| All | +53.5% | +0.4% | +53.0% | +71.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling