+158.6%
GE vs TECH
+193.9%
-35.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.5% | +1.4% |
| 7D | +4.0% | +0.1% | +3.9% | +4.0% |
| 30D | +11.1% | +0.3% | +10.7% | +11.0% |
| 3M | -6.7% | +1.0% | -7.7% | -7.0% |
| 6M | +14.3% | +54.0% | -39.7% | +2.1% |
| YTD | +11.7% | +24.3% | -12.6% | +3.7% |
| 1Y | +10.9% | +23.7% | -12.8% | +2.8% |
| 3Y | +279.0% | +28.5% | +250.6% | +228.5% |
| 5Y | +427.0% | -41.2% | +468.2% | +473.6% |
| 10Y | +158.6% | +189.2% | -30.6% | +52.6% |
| All | +158.6% | +193.9% | -35.3% | +52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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