+1,462.0%
BA vs GE
+2,781.4%
-1,319.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.5% | +1.9% | -0.3% |
| 7D | -0.1% | +0.5% | -0.6% | -0.5% |
| 30D | -9.1% | +1.7% | -10.9% | -10.3% |
| 3M | -28.2% | -17.3% | -10.9% | -21.4% |
| 6M | -23.1% | +10.1% | -33.2% | -27.4% |
| YTD | -20.6% | +2.6% | -23.2% | -23.0% |
| 1Y | -12.7% | +3.7% | -16.4% | -15.9% |
| 3Y | -11.6% | +268.3% | -279.9% | -57.0% |
| 5Y | -23.1% | +376.2% | -399.3% | -67.6% |
| 10Y | +34.4% | +156.4% | -122.0% | -30.8% |
| All | +1,462.0% | +2,781.4% | -1,319.4% | +79.9% |
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