+147.5%
GE vs TRU
+147.2%
+0.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.1% | -0.5% |
| 7D | -4.0% | -2.7% | -1.3% | -3.1% |
| 30D | -11.4% | -2.0% | -9.4% | -11.1% |
| 3M | -2.6% | +18.4% | -21.1% | -9.4% |
| 6M | -0.3% | +8.9% | -9.2% | -4.8% |
| YTD | +5.4% | -8.9% | +14.3% | +6.1% |
| 1Y | +15.5% | -15.9% | +31.4% | +19.0% |
| 3Y | +260.8% | -1.1% | +261.9% | +230.1% |
| 5Y | +421.6% | -35.2% | +456.8% | +470.9% |
| All | +147.5% | +147.2% | +0.3% | +83.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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