+217.6%
BAC vs GE
+150.1%
+67.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +0.9% |
| 7D | +3.2% | +2.7% | +0.6% | +2.0% |
| 30D | -0.7% | +8.1% | -8.8% | -4.3% |
| 3M | -20.0% | -7.9% | -12.1% | -17.5% |
| 6M | +3.4% | +12.9% | -9.5% | -2.9% |
| YTD | -5.7% | +8.2% | -13.9% | -10.8% |
| 1Y | -1.4% | +9.7% | -11.1% | -7.5% |
| 3Y | +97.9% | +266.1% | -168.2% | +3.4% |
| 5Y | +22.9% | +407.4% | -384.5% | -46.4% |
| All | +217.6% | +150.1% | +67.6% | +49.4% |
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