+213.5%
TER vs GE
+20.2%
+193.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.7% | +4.9% | +4.8% |
| 7D | +11.0% | +1.2% | +9.8% | +9.8% |
| 30D | -1.9% | -9.5% | +7.6% | +6.6% |
| 3M | -0.7% | +4.1% | -4.8% | -5.0% |
| 6M | +36.4% | +3.9% | +32.4% | +28.0% |
| YTD | +92.4% | +9.0% | +83.4% | +72.5% |
| 1Y | +213.5% | +21.9% | +191.6% | +169.4% |
| All | +213.5% | +20.2% | +193.3% | +169.4% |
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