+147.5%
GE vs TRI
+196.2%
-48.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.6% |
| 7D | -4.0% | -7.9% | +3.9% | -1.7% |
| 30D | -11.4% | -4.5% | -6.9% | -10.8% |
| 3M | -2.6% | +22.1% | -24.7% | -10.8% |
| 6M | -0.3% | -2.8% | +2.4% | -2.1% |
| YTD | +5.4% | -23.4% | +28.8% | +13.1% |
| 1Y | +15.5% | -41.5% | +57.1% | +41.0% |
| 3Y | +260.8% | -19.2% | +280.0% | +263.3% |
| 5Y | +421.6% | -9.4% | +431.1% | +384.4% |
| All | +147.5% | +196.2% | -48.7% | +39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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