+11.7%
BABA vs GE
+149.4%
-137.7%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -3.5% | -3.6% | -6.3% |
| 7D | -12.7% | +5.1% | -17.8% | -13.7% |
| 30D | -14.9% | +7.6% | -22.4% | -16.4% |
| 3M | -24.6% | -9.3% | -15.3% | -23.1% |
| 6M | -29.3% | +11.5% | -40.9% | -31.6% |
| YTD | -35.0% | +7.9% | -42.9% | -36.9% |
| 1Y | -39.7% | +7.6% | -47.3% | -41.5% |
| 3Y | +21.2% | +265.9% | -244.7% | -14.6% |
| 5Y | -39.9% | +405.9% | -445.8% | -61.8% |
| All | +11.7% | +149.4% | -137.7% | -32.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling