+205.4%
GE vs SE
+569.0%
-363.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.1% | +1.2% | -2.2% |
| 7D | -1.2% | -3.6% | +2.4% | -0.7% |
| 30D | -11.3% | -5.3% | -6.0% | -10.7% |
| 3M | -1.4% | +28.1% | -29.5% | -5.4% |
| 6M | +1.2% | +20.7% | -19.4% | -2.3% |
| YTD | +5.9% | -14.8% | +20.7% | +7.1% |
| 1Y | +18.4% | -43.6% | +62.0% | +26.8% |
| 3Y | +271.0% | +184.2% | +86.8% | +208.7% |
| 5Y | +417.9% | -66.3% | +484.2% | +433.1% |
| All | +205.4% | +569.0% | -363.6% | +85.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling