+246.4%
GE vs ET
+1,435.7%
-1,189.3%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +1.2% | +0.4% | +0.7% | +1.0% |
| 30D | -9.5% | +6.9% | -16.4% | -11.1% |
| 3M | +4.1% | +13.1% | -9.0% | +0.5% |
| 6M | +3.9% | +18.7% | -14.8% | -1.3% |
| YTD | +9.0% | +37.4% | -28.4% | -0.7% |
| 1Y | +21.9% | +34.8% | -12.9% | +11.6% |
| 3Y | +281.8% | +96.8% | +185.0% | +215.3% |
| 5Y | +436.7% | +238.2% | +198.5% | +281.9% |
| 10Y | +151.5% | +159.4% | -7.9% | +79.2% |
| All | +246.4% | +1,435.7% | -1,189.3% | +14.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling