+291.9%
C vs GE
+153.6%
+138.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.9% |
| 7D | +3.6% | -1.6% | +5.2% | +4.4% |
| 30D | +0.1% | -11.6% | +11.6% | +6.3% |
| 3M | +2.4% | +3.0% | -0.6% | +0.6% |
| 6M | +24.9% | -0.5% | +25.5% | +24.1% |
| YTD | +19.8% | +9.7% | +10.1% | +12.8% |
| 1Y | +44.9% | +20.0% | +24.8% | +29.8% |
| 3Y | +263.0% | +275.8% | -12.9% | +75.8% |
| 5Y | +129.5% | +429.1% | -299.6% | -9.7% |
| All | +291.9% | +153.6% | +138.2% | +68.7% |
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