-10.1%
BA vs GE
+277.0%
-287.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.7% | -2.2% | -0.6% |
| 7D | +1.1% | +7.1% | -6.0% | -1.9% |
| 30D | -7.9% | +6.5% | -14.4% | -10.6% |
| 3M | -25.3% | -13.6% | -11.8% | -20.6% |
| 6M | -24.6% | +6.0% | -30.6% | -26.6% |
| YTD | -20.1% | +5.4% | -25.5% | -22.8% |
| 1Y | -11.8% | +6.5% | -18.2% | -15.1% |
| 3Y | -10.1% | +268.6% | -278.7% | -41.7% |
| All | -10.1% | +277.0% | -287.1% | -41.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling