+15.0%
GE vs TE
+136.1%
-121.1%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.7% | +6.3% | -0.1% |
| 7D | -2.8% | +0.9% | -3.7% | -2.9% |
| 30D | -11.9% | -16.3% | +4.3% | -11.4% |
| 3M | +1.8% | -40.8% | +42.6% | +3.3% |
| 6M | -0.6% | -42.6% | +42.0% | +0.3% |
| YTD | +5.5% | -31.4% | +37.0% | +5.6% |
| 1Y | +15.0% | +144.9% | -130.0% | +22.8% |
| All | +15.0% | +136.1% | -121.1% | +22.8% |
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