+1,579.9%
T vs GE
+2,859.3%
-1,279.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.7% | -3.6% | -1.7% |
| 7D | +1.0% | +7.1% | -6.1% | -1.0% |
| 30D | -10.6% | +6.5% | -17.1% | -12.4% |
| 3M | -7.7% | -13.6% | +5.8% | -4.2% |
| 6M | -13.3% | +6.0% | -19.3% | -15.6% |
| YTD | -8.8% | +5.4% | -14.1% | -12.2% |
| 1Y | -8.4% | +6.5% | -14.9% | -12.3% |
| 3Y | +59.6% | +268.6% | -208.9% | +0.8% |
| 5Y | +52.1% | +389.0% | -337.0% | -14.3% |
| 10Y | +56.9% | +163.3% | -106.5% | -2.1% |
| All | +1,579.9% | +2,859.3% | -1,279.4% | +253.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling