-1.4%
BAC vs GE
+7.6%
-9.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +0.9% |
| 7D | +3.2% | +2.7% | +0.6% | +2.4% |
| 30D | -0.7% | +8.1% | -8.8% | -2.9% |
| 3M | -20.0% | -7.9% | -12.1% | -18.3% |
| 6M | +3.4% | +12.9% | -9.5% | -0.3% |
| YTD | -5.7% | +8.2% | -13.9% | -9.0% |
| 1Y | -1.4% | +9.7% | -11.1% | -5.0% |
| All | -1.4% | +7.6% | -9.1% | -5.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling