+391.8%
BAC vs GE
+151.9%
+239.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.2% |
| 7D | +1.2% | +1.2% | 0.0% | +0.6% |
| 30D | -0.7% | -9.5% | +8.8% | +3.5% |
| 3M | +16.9% | +4.1% | +12.8% | +14.3% |
| 6M | +29.6% | +3.9% | +25.7% | +25.9% |
| YTD | +15.3% | +9.0% | +6.2% | +9.0% |
| 1Y | +28.8% | +21.9% | +6.9% | +15.4% |
| 3Y | +136.4% | +281.8% | -145.4% | +21.1% |
| 5Y | +72.9% | +436.7% | -363.8% | -26.5% |
| 10Y | +391.8% | +151.5% | +240.2% | +140.2% |
| All | +391.8% | +151.9% | +239.9% | +140.2% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling