+1,006.2%
TER vs GE
+162.3%
+843.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -1.0% | -0.6% |
| 7D | -8.9% | +5.4% | -14.3% | -10.7% |
| 30D | -39.1% | +9.6% | -48.7% | -41.5% |
| 3M | -32.8% | -7.7% | -25.0% | -30.5% |
| 6M | -31.7% | +14.0% | -45.8% | -35.6% |
| YTD | +26.9% | +10.2% | +16.8% | +22.0% |
| 1Y | +33.6% | +8.9% | +24.7% | +29.0% |
| 3Y | +181.5% | +273.7% | -92.1% | +67.7% |
| 5Y | +76.1% | +410.2% | -334.1% | -8.1% |
| 10Y | +1,006.2% | +157.4% | +848.8% | +416.5% |
| All | +1,006.2% | +162.3% | +843.9% | +416.5% |
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