+394.1%
BAC vs GE
+153.5%
+240.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.5% |
| 7D | +1.1% | -1.6% | +2.7% | +1.8% |
| 30D | -0.4% | -11.6% | +11.2% | +4.9% |
| 3M | +16.9% | +3.0% | +13.9% | +14.9% |
| 6M | +26.6% | -0.5% | +27.1% | +25.4% |
| YTD | +15.8% | +9.7% | +6.1% | +9.2% |
| 1Y | +27.2% | +20.0% | +7.1% | +14.7% |
| 3Y | +132.4% | +275.8% | -143.4% | +19.9% |
| 5Y | +72.6% | +429.1% | -356.5% | -26.1% |
| All | +394.1% | +153.5% | +240.5% | +140.6% |
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