+28.1%
BA vs GE
+165.1%
-137.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.8% | -4.4% | -2.8% |
| 7D | -1.7% | +6.3% | -8.0% | -5.3% |
| 30D | -9.5% | +8.9% | -18.3% | -14.3% |
| 3M | -26.5% | -9.2% | -17.3% | -22.9% |
| 6M | -27.4% | +13.2% | -40.6% | -33.1% |
| YTD | -20.6% | +9.4% | -30.0% | -26.4% |
| 1Y | -11.4% | +9.8% | -21.2% | -18.2% |
| 3Y | -10.8% | +278.2% | -289.0% | -62.7% |
| 5Y | -21.9% | +396.0% | -417.9% | -73.1% |
| 10Y | +28.1% | +162.4% | -134.2% | -60.7% |
| All | +28.1% | +165.1% | -137.0% | -60.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling