-12.3%
BA vs GE
+7.0%
-19.3%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.5% | +1.8% | -0.2% |
| 7D | -0.6% | +5.1% | -5.7% | -2.8% |
| 30D | -8.0% | +7.6% | -15.6% | -11.1% |
| 3M | -25.8% | -9.3% | -16.5% | -22.3% |
| 6M | -27.6% | +11.5% | -39.1% | -30.8% |
| YTD | -21.0% | +7.9% | -28.9% | -24.6% |
| 1Y | -12.3% | +7.6% | -19.9% | -15.8% |
| All | -12.3% | +7.0% | -19.3% | -15.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling