+15.7%
BABA vs GE
+162.3%
-146.6%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.2% | -2.7% |
| 7D | +2.4% | +5.4% | -3.0% | +1.0% |
| 30D | -7.8% | +9.6% | -17.4% | -9.9% |
| 3M | -22.4% | -7.7% | -14.7% | -21.1% |
| 6M | -26.0% | +14.0% | -40.0% | -28.8% |
| YTD | -29.3% | +10.2% | -39.4% | -31.7% |
| 1Y | -37.5% | +8.9% | -46.4% | -39.6% |
| 3Y | +31.9% | +273.7% | -241.7% | -7.6% |
| 5Y | -33.4% | +410.2% | -443.6% | -57.9% |
| 10Y | +15.7% | +157.4% | -141.7% | -30.2% |
| All | +15.7% | +162.3% | -146.6% | -30.2% |
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