+237.7%
BAC vs GE
+162.3%
+75.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | 0.0% |
| 7D | +2.1% | +5.4% | -3.3% | -0.2% |
| 30D | -6.7% | +9.6% | -16.3% | -10.6% |
| 3M | -20.2% | -7.7% | -12.5% | -17.8% |
| 6M | -0.2% | +14.0% | -14.2% | -6.7% |
| YTD | -6.4% | +10.2% | -16.5% | -12.1% |
| 1Y | -3.1% | +8.9% | -12.0% | -8.7% |
| 3Y | +96.7% | +273.7% | -176.9% | +2.0% |
| 5Y | +21.3% | +410.2% | -388.9% | -47.2% |
| 10Y | +237.7% | +157.4% | +80.3% | +58.2% |
| All | +237.7% | +162.3% | +75.5% | +58.2% |
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