+266.1%
GE vs TE
+9.8%
+256.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.0% | +3.3% | +0.4% |
| 7D | +2.7% | -19.1% | +21.7% | +3.7% |
| 30D | +8.1% | -34.1% | +42.2% | +10.1% |
| 3M | -7.9% | -60.1% | +52.3% | -4.1% |
| 6M | +12.9% | -66.0% | +78.9% | +17.1% |
| YTD | +8.2% | -71.4% | +79.6% | +12.1% |
| 1Y | +9.7% | -45.3% | +54.9% | +10.3% |
| 3Y | +266.1% | +9.1% | +257.0% | +241.1% |
| All | +266.1% | +9.8% | +256.3% | +241.1% |
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