+33.6%
TER vs GE
+9.6%
+24.0%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -1.0% | -0.8% |
| 7D | -8.9% | +5.4% | -14.3% | -12.0% |
| 30D | -39.1% | +9.6% | -48.7% | -43.2% |
| 3M | -32.8% | -7.7% | -25.0% | -28.1% |
| 6M | -31.7% | +14.0% | -45.8% | -39.7% |
| YTD | +26.9% | +10.2% | +16.8% | +13.9% |
| 1Y | +33.6% | +8.9% | +24.7% | +28.6% |
| All | +33.6% | +9.6% | +24.0% | +28.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling