+405.9%
GE vs ACWI
+60.2%
+345.7%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -2.8% |
| 7D | +5.1% | +2.7% | +2.4% | +2.0% |
| 30D | +7.6% | -2.6% | +10.1% | +10.9% |
| 3M | -9.3% | -3.2% | -6.1% | -5.9% |
| 6M | +11.5% | +1.9% | +9.7% | +9.0% |
| YTD | +7.9% | +11.3% | -3.5% | -4.6% |
| 1Y | +7.6% | +11.7% | -4.0% | -5.0% |
| 3Y | +265.9% | +74.4% | +191.5% | +97.0% |
| 5Y | +405.9% | +59.5% | +346.4% | +207.8% |
| All | +405.9% | +60.2% | +345.7% | +207.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling