+67.7%
T vs GE
+430.3%
-362.7%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.1% | -3.0% | -2.1% |
| 7D | -1.3% | -1.6% | +0.3% | -1.1% |
| 30D | +11.4% | -11.6% | +22.9% | +12.8% |
| 3M | +14.3% | +3.0% | +11.3% | +13.6% |
| 6M | -9.3% | -0.5% | -8.7% | -9.6% |
| YTD | +7.1% | +9.7% | -2.6% | +4.9% |
| 1Y | -9.1% | +20.0% | -29.1% | -12.4% |
| 3Y | +105.3% | +275.8% | -170.5% | +51.9% |
| All | +67.7% | +430.3% | -362.7% | +7.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling