+489.0%
GE vs TE
-80.5%
+569.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.0% | +3.3% | +0.5% |
| 7D | +2.7% | -19.1% | +21.7% | +3.9% |
| 30D | +8.1% | -34.1% | +42.2% | +10.5% |
| 3M | -7.9% | -60.1% | +52.3% | -3.2% |
| 6M | +12.9% | -66.0% | +78.9% | +18.0% |
| YTD | +8.2% | -71.4% | +79.6% | +12.7% |
| 1Y | +9.7% | -45.3% | +54.9% | +9.5% |
| 3Y | +266.1% | +9.1% | +257.0% | +222.4% |
| 5Y | +407.4% | -82.6% | +490.0% | +401.0% |
| All | +489.0% | -80.5% | +569.5% | +468.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling