-11.0%
BA vs GE
+9.6%
-20.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.3% |
| 7D | 0.0% | +5.4% | -5.3% | -2.3% |
| 30D | -8.9% | +9.6% | -18.6% | -12.6% |
| 3M | -25.5% | -7.7% | -17.8% | -22.5% |
| 6M | -27.0% | +14.0% | -41.0% | -30.8% |
| YTD | -20.1% | +10.2% | -30.3% | -24.4% |
| 1Y | -11.0% | +8.9% | -19.9% | -14.8% |
| All | -11.0% | +9.6% | -20.6% | -14.8% |
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