+273.3%
GE vs TE
-19.7%
+293.0%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +10.0% | -10.7% | -1.1% |
| 7D | +1.2% | +18.2% | -17.1% | +0.4% |
| 30D | -9.5% | -13.5% | +4.0% | -9.1% |
| 3M | +4.1% | -44.6% | +48.7% | +6.0% |
| 6M | +3.9% | -24.7% | +28.6% | +3.6% |
| YTD | +9.0% | -24.3% | +33.3% | +8.2% |
| 1Y | +21.9% | +155.6% | -133.6% | +14.0% |
| All | +273.3% | -19.7% | +293.0% | +297.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling