+260.8%
GE vs BTG
+94.8%
+165.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.5% | -0.2% |
| 7D | -4.0% | -3.8% | -0.2% | -3.7% |
| 30D | -11.4% | +3.6% | -15.0% | -11.8% |
| 3M | -2.6% | +32.0% | -34.6% | -5.6% |
| 6M | -0.3% | +3.4% | -3.7% | -1.7% |
| YTD | +5.4% | +20.8% | -15.4% | +2.2% |
| 1Y | +15.5% | +22.4% | -6.9% | +11.2% |
| 3Y | +260.8% | +91.7% | +169.1% | +223.3% |
| All | +260.8% | +94.8% | +165.9% | +223.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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