+26.8%
BA vs GE
+160.4%
-133.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.8% | -0.2% |
| 7D | -1.4% | +4.0% | -5.4% | -3.7% |
| 30D | -7.9% | +11.1% | -18.9% | -13.8% |
| 3M | -25.2% | -6.7% | -18.4% | -22.7% |
| 6M | -26.7% | +14.3% | -41.0% | -32.8% |
| YTD | -19.6% | +11.7% | -31.4% | -26.4% |
| 1Y | -10.6% | +10.9% | -21.5% | -17.9% |
| 3Y | -11.2% | +279.0% | -290.2% | -62.9% |
| 5Y | -20.4% | +427.0% | -447.4% | -73.5% |
| 10Y | +26.8% | +158.6% | -131.8% | -61.2% |
| All | +26.8% | +160.4% | -133.7% | -61.2% |
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 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