+936.2%
GE vs ACI
+18.9%
+917.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.4% | -0.4% | -2.6% |
| 7D | -1.2% | -5.0% | +3.8% | -0.8% |
| 30D | -11.3% | -2.3% | -8.9% | -11.1% |
| 3M | -1.4% | -23.2% | +21.8% | +0.5% |
| 6M | +1.2% | -29.5% | +30.7% | +3.9% |
| YTD | +5.9% | -28.6% | +34.5% | +8.4% |
| 1Y | +18.4% | -34.0% | +52.4% | +22.2% |
| 3Y | +271.0% | -45.0% | +315.9% | +290.5% |
| 5Y | +417.9% | -44.0% | +461.9% | +435.4% |
| All | +936.2% | +18.9% | +917.3% | +948.1% |
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