+1,872.1%
T vs GE
+2,981.7%
-1,109.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.1% | -3.0% | -2.3% |
| 7D | -1.3% | -1.6% | +0.3% | -0.8% |
| 30D | +11.4% | -11.6% | +22.9% | +15.2% |
| 3M | +14.3% | +3.0% | +11.3% | +12.7% |
| 6M | -9.3% | -0.5% | -8.7% | -10.5% |
| YTD | +7.1% | +9.7% | -2.6% | +2.2% |
| 1Y | -9.1% | +20.0% | -29.1% | -16.0% |
| 3Y | +105.3% | +275.8% | -170.5% | +29.2% |
| 5Y | +66.8% | +429.1% | -362.3% | -8.1% |
| 10Y | +66.8% | +151.2% | -84.4% | +6.3% |
| All | +1,872.1% | +2,981.7% | -1,109.5% | +311.0% |
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