+191.2%
TER vs GE
+267.3%
-76.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.3% | -5.7% | -5.6% |
| 7D | +14.4% | +2.7% | +11.7% | +12.6% |
| 30D | -30.6% | +8.1% | -38.6% | -34.1% |
| 3M | -39.2% | -7.9% | -31.3% | -35.8% |
| 6M | -31.3% | +12.9% | -44.2% | -37.2% |
| YTD | +29.1% | +8.2% | +20.9% | +21.4% |
| 1Y | +47.4% | +9.7% | +37.8% | +37.4% |
| 3Y | +191.2% | +266.1% | -74.9% | +40.2% |
| All | +191.2% | +267.3% | -76.1% | +40.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling