+1,821.9%
BA vs GE
+2,981.7%
-1,159.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.3% |
| 7D | +1.2% | -1.6% | +2.8% | +2.0% |
| 30D | -11.6% | -11.6% | -0.1% | -6.1% |
| 3M | -2.4% | +3.0% | -5.4% | -4.0% |
| 6M | -6.6% | -0.5% | -6.1% | -7.0% |
| YTD | -2.2% | +9.7% | -12.0% | -8.0% |
| 1Y | -8.0% | +20.0% | -28.1% | -17.6% |
| 3Y | -5.0% | +275.8% | -280.8% | -54.2% |
| 5Y | -2.7% | +429.1% | -431.8% | -61.0% |
| 10Y | +75.9% | +151.2% | -75.3% | -8.3% |
| All | +1,821.9% | +2,981.7% | -1,159.7% | +114.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling