-22.1%
BA vs GE
+386.1%
-408.2%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.7% | -2.2% | -0.9% |
| 7D | +1.1% | +7.1% | -6.0% | -2.7% |
| 30D | -7.9% | +6.5% | -14.4% | -11.4% |
| 3M | -25.3% | -13.6% | -11.8% | -19.6% |
| 6M | -24.6% | +6.0% | -30.6% | -27.5% |
| YTD | -20.1% | +5.4% | -25.5% | -23.9% |
| 1Y | -11.8% | +6.5% | -18.2% | -16.6% |
| 3Y | -10.1% | +268.6% | -278.7% | -62.8% |
| All | -22.1% | +386.1% | -408.2% | -75.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling