-35.1%
TLT vs GE
+381.1%
-416.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.8% | -3.8% | +0.1% |
| 7D | +0.3% | +6.3% | -6.0% | +0.3% |
| 30D | +5.1% | +8.9% | -3.8% | +5.2% |
| 3M | -0.2% | -9.2% | +9.0% | -0.3% |
| 6M | -2.9% | +13.2% | -16.1% | -2.7% |
| YTD | -2.7% | +9.4% | -12.1% | -2.5% |
| 1Y | -4.6% | +9.8% | -14.4% | -4.4% |
| 3Y | +6.1% | +278.2% | -272.1% | +10.6% |
| 5Y | -35.1% | +396.0% | -431.2% | -35.8% |
| All | -35.1% | +381.1% | -416.3% | -35.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling