+993.0%
GE vs ACI
+32.1%
+960.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.4% | +2.8% | +1.5% |
| 7D | +4.0% | -5.3% | +9.3% | +4.5% |
| 30D | +11.1% | +5.0% | +6.0% | +10.5% |
| 3M | -6.7% | +7.5% | -14.3% | -7.4% |
| 6M | +14.3% | -16.0% | +30.3% | +15.5% |
| YTD | +11.7% | -20.6% | +32.4% | +13.2% |
| 1Y | +10.9% | -23.5% | +34.4% | +12.9% |
| 3Y | +279.0% | -32.1% | +311.1% | +289.6% |
| 5Y | +427.0% | -42.5% | +469.5% | +444.8% |
| All | +993.0% | +32.1% | +960.9% | +994.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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