+2,883.5%
GE vs ED
+2,217.3%
+666.3%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.3% | +2.4% | +1.6% |
| 7D | -1.6% | -0.2% | -1.4% | -1.5% |
| 30D | -11.6% | -0.1% | -11.4% | -11.6% |
| 3M | +3.0% | +3.9% | -0.9% | +1.1% |
| 6M | -0.5% | -3.0% | +2.5% | +0.2% |
| YTD | +9.7% | +10.7% | -0.9% | +4.5% |
| 1Y | +20.0% | +13.3% | +6.7% | +12.8% |
| 3Y | +275.8% | +34.5% | +241.3% | +220.8% |
| 5Y | +429.1% | +67.1% | +361.9% | +304.3% |
| 10Y | +151.2% | +103.0% | +48.1% | +68.9% |
| All | +2,883.5% | +2,217.3% | +666.3% | +533.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 all: compounded portfolio wealth divided by compounded ED 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…
all analysis · Full analysis span regression · 6 months rolling