+2,895.1%
GE vs TECH
+101,598.5%
-98,703.4%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +5.4% | +0.2% | +5.2% | +5.3% |
| 30D | +9.6% | +0.5% | +9.1% | +9.6% |
| 3M | -7.7% | +1.1% | -8.8% | -7.9% |
| 6M | +14.0% | +51.0% | -37.0% | +6.8% |
| YTD | +10.2% | +24.4% | -14.2% | +5.3% |
| 1Y | +8.9% | +27.4% | -18.5% | +3.6% |
| 3Y | +273.7% | +28.5% | +245.2% | +247.5% |
| 5Y | +410.2% | -40.9% | +451.1% | +427.9% |
| 10Y | +157.4% | +192.5% | -35.1% | +109.9% |
| All | +2,895.1% | +101,598.5% | -98,703.4% | +1,556.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling