+262.7%
GE vs TRI
-19.2%
+282.0%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.9% | -1.0% | -2.7% |
| 7D | -1.2% | -8.4% | +7.2% | -0.7% |
| 30D | -11.3% | -6.5% | -4.8% | -11.0% |
| 3M | -1.4% | +18.6% | -20.0% | -3.7% |
| 6M | +1.2% | -10.4% | +11.7% | +2.8% |
| YTD | +5.9% | -23.7% | +29.6% | +13.7% |
| 1Y | +18.4% | -42.5% | +60.9% | +41.4% |
| All | +262.7% | -19.2% | +282.0% | +255.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling