+2,883.5%
GE vs TECH
+101,053.9%
-98,170.3%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -1.6% | +0.1% | -1.7% | -1.6% |
| 30D | -11.6% | +0.7% | -12.3% | -11.7% |
| 3M | +3.0% | +36.3% | -33.3% | -2.0% |
| 6M | -0.5% | +25.6% | -26.1% | -4.9% |
| YTD | +9.7% | +23.7% | -14.0% | +5.0% |
| 1Y | +20.0% | +37.6% | -17.6% | +12.5% |
| 3Y | +275.8% | -6.6% | +282.4% | +266.6% |
| 5Y | +429.1% | -42.2% | +471.3% | +448.7% |
| 10Y | +151.2% | +187.6% | -36.4% | +105.2% |
| All | +2,883.5% | +101,053.9% | -98,170.3% | +1,551.4% |
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