+262.7%
GE vs ET
+97.4%
+165.4%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.8% | -3.6% | -3.1% |
| 7D | -1.2% | +0.6% | -1.9% | -1.5% |
| 30D | -11.3% | +5.3% | -16.6% | -12.9% |
| 3M | -1.4% | +15.6% | -17.0% | -6.8% |
| 6M | +1.2% | +20.6% | -19.4% | -6.8% |
| YTD | +5.9% | +38.5% | -32.6% | -9.3% |
| 1Y | +18.4% | +35.7% | -17.3% | +2.3% |
| All | +262.7% | +97.4% | +165.4% | +176.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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