+26.6%
BA vs GE
+162.3%
-135.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.2% |
| 7D | 0.0% | +5.4% | -5.3% | -3.1% |
| 30D | -8.9% | +9.6% | -18.6% | -14.2% |
| 3M | -25.5% | -7.7% | -17.8% | -22.6% |
| 6M | -27.0% | +14.0% | -41.0% | -33.0% |
| YTD | -20.1% | +10.2% | -30.3% | -26.2% |
| 1Y | -11.0% | +8.9% | -19.9% | -17.4% |
| 3Y | -11.8% | +273.7% | -285.5% | -62.8% |
| 5Y | -20.6% | +410.2% | -430.9% | -73.1% |
| 10Y | +26.6% | +157.4% | -130.8% | -61.1% |
| All | +26.6% | +162.3% | -135.6% | -61.1% |
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