+266.1%
GE vs BR
+14.9%
+251.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.2% |
| 7D | +2.7% | +1.1% | +1.6% | +2.4% |
| 30D | +8.1% | +14.4% | -6.3% | +4.9% |
| 3M | -7.9% | +12.4% | -20.3% | -10.4% |
| 6M | +12.9% | +35.4% | -22.5% | +3.9% |
| YTD | +8.2% | -12.2% | +20.3% | +16.5% |
| 1Y | +9.7% | -12.7% | +22.4% | +18.4% |
| 3Y | +266.1% | +14.3% | +251.8% | +231.1% |
| All | +266.1% | +14.9% | +251.2% | +231.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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