+310.3%
GE vs TRI
+584.3%
-274.0%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.2% | +0.3% |
| 7D | +2.7% | -2.9% | +5.6% | +3.9% |
| 30D | +8.1% | +3.7% | +4.4% | +5.1% |
| 3M | -7.9% | +3.7% | -11.6% | -11.6% |
| 6M | +12.9% | +35.1% | -22.2% | -7.3% |
| YTD | +8.2% | -14.0% | +22.2% | +6.8% |
| 1Y | +9.7% | -19.0% | +28.6% | +11.6% |
| 3Y | +266.1% | -12.0% | +278.1% | +247.2% |
| 5Y | +407.4% | +0.6% | +406.7% | +341.5% |
| 10Y | +150.3% | +225.4% | -75.1% | +11.0% |
| All | +310.3% | +584.3% | -274.0% | -4.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling