+1,001.8%
TER vs GE
+165.1%
+836.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +3.8% | +8.9% | +11.1% |
| 7D | -5.8% | +6.3% | -12.0% | -7.9% |
| 30D | -38.9% | +8.9% | -47.8% | -41.1% |
| 3M | -35.1% | -9.2% | -25.9% | -32.4% |
| 6M | -31.6% | +13.2% | -44.8% | -35.2% |
| YTD | +27.2% | +9.4% | +17.9% | +22.7% |
| 1Y | +35.2% | +9.8% | +25.4% | +30.2% |
| 3Y | +192.8% | +278.2% | -85.4% | +73.9% |
| 5Y | +72.4% | +396.0% | -323.6% | -9.1% |
| 10Y | +1,001.8% | +162.4% | +839.5% | +415.7% |
| All | +1,001.8% | +165.1% | +836.7% | +415.7% |
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