+20.0%
GE vs TE
+132.3%
-112.3%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | +1.0% |
| 7D | -1.6% | -4.0% | +2.4% | -1.4% |
| 30D | -11.6% | -15.9% | +4.3% | -11.0% |
| 3M | +3.0% | -60.5% | +63.6% | +6.0% |
| 6M | -0.5% | -35.2% | +34.7% | 0.0% |
| YTD | +9.7% | -31.1% | +40.9% | +9.9% |
| 1Y | +20.0% | +148.6% | -128.6% | +30.0% |
| All | +20.0% | +132.3% | -112.3% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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