+266.1%
GE vs ACWI
+74.6%
+191.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.6% |
| 7D | +2.7% | +2.4% | +0.2% | -0.3% |
| 30D | +8.1% | -1.7% | +9.7% | +10.4% |
| 3M | -7.9% | -3.9% | -3.9% | -3.3% |
| 6M | +12.9% | +0.8% | +12.1% | +11.5% |
| YTD | +8.2% | +11.0% | -2.9% | -5.0% |
| 1Y | +9.7% | +13.1% | -3.4% | -5.7% |
| 3Y | +266.1% | +73.9% | +192.2% | +101.8% |
| All | +266.1% | +74.6% | +191.5% | +101.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 3y: compounded portfolio wealth divided by compounded ACWI 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…
3y analysis · Full analysis span regression · 6 months rolling