+8,630.0%
TER vs GE
+2,859.3%
+5,770.7%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.7% | -0.1% | +1.0% |
| 7D | -20.5% | +7.1% | -27.6% | -23.7% |
| 30D | -47.0% | +6.5% | -53.5% | -49.1% |
| 3M | -43.3% | -13.6% | -29.7% | -38.5% |
| 6M | -42.9% | +6.0% | -48.9% | -45.2% |
| YTD | +12.9% | +5.4% | +7.5% | +9.1% |
| 1Y | +18.2% | +6.5% | +11.7% | +13.5% |
| 3Y | +151.8% | +268.6% | -116.8% | +13.8% |
| 5Y | +54.2% | +389.0% | -334.8% | -41.6% |
| 10Y | +908.2% | +163.3% | +744.9% | +356.8% |
| All | +8,630.0% | +2,859.3% | +5,770.7% | +893.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling