+8.9%
GE vs SE
-48.0%
+56.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.5% | -1.7% | +1.8% |
| 7D | +9.4% | +6.7% | +2.7% | +8.0% |
| 30D | +7.5% | -17.2% | +24.7% | +11.2% |
| 3M | -12.5% | -28.0% | +15.5% | -7.7% |
| 6M | +17.8% | -6.1% | +23.9% | +17.5% |
| YTD | +7.4% | -37.1% | +44.5% | +13.4% |
| 1Y | +8.9% | -48.8% | +57.6% | +18.9% |
| All | +8.9% | -48.0% | +56.9% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 1y: compounded portfolio wealth divided by compounded SE 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…
1y analysis · Full analysis span regression · 6 months rolling