+192.1%
GE vs ACWI
+356.8%
-164.8%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -1.6% | +0.5% | -2.1% | -2.1% |
| 30D | -11.6% | +0.9% | -12.4% | -12.5% |
| 3M | +3.0% | +2.4% | +0.6% | +0.2% |
| 6M | -0.5% | +12.4% | -12.9% | -12.3% |
| YTD | +9.7% | +15.2% | -5.4% | -5.7% |
| 1Y | +20.0% | +22.7% | -2.7% | -3.8% |
| 3Y | +275.8% | +75.8% | +200.1% | +105.4% |
| 5Y | +429.1% | +67.7% | +361.4% | +205.5% |
| 10Y | +151.2% | +229.0% | -77.8% | -26.7% |
| All | +192.1% | +356.8% | -164.8% | -39.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling