+417.9%
GE vs TE
-43.0%
+461.0%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.0% | +0.1% | -2.7% |
| 7D | -1.2% | +15.0% | -16.2% | -2.1% |
| 30D | -11.3% | -7.5% | -3.7% | -11.0% |
| 3M | -1.4% | -42.0% | +40.6% | +0.9% |
| 6M | +1.2% | -31.4% | +32.6% | +1.2% |
| YTD | +5.9% | -26.5% | +32.4% | +4.8% |
| 1Y | +18.4% | +153.1% | -134.7% | +6.3% |
| 3Y | +271.0% | -20.7% | +291.7% | +249.0% |
| 5Y | +417.9% | -45.4% | +463.4% | +381.5% |
| All | +417.9% | -43.0% | +461.0% | +381.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling