+62.5%
T vs GE
+150.1%
-87.6%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | +2.5% | +2.7% | -0.1% | +2.0% |
| 30D | -3.8% | +8.1% | -11.8% | -5.3% |
| 3M | -8.7% | -7.9% | -0.9% | -7.5% |
| 6M | -8.1% | +12.9% | -21.0% | -11.0% |
| YTD | -6.4% | +8.2% | -14.6% | -9.3% |
| 1Y | -9.8% | +9.7% | -19.4% | -12.9% |
| 3Y | +65.5% | +266.1% | -200.6% | +17.9% |
| 5Y | +57.0% | +407.4% | -350.4% | +1.0% |
| All | +62.5% | +150.1% | -87.6% | +9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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