+436.7%
GE vs BB
-27.1%
+463.8%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.2% | -2.9% | -1.0% |
| 7D | +1.2% | +0.5% | +0.6% | +1.1% |
| 30D | -9.5% | -12.4% | +2.9% | -7.8% |
| 3M | +4.1% | -15.3% | +19.4% | +5.7% |
| 6M | +3.9% | +128.8% | -124.8% | -12.2% |
| YTD | +9.0% | +107.7% | -98.6% | -6.4% |
| 1Y | +21.9% | +103.9% | -81.9% | +4.2% |
| 3Y | +281.8% | +72.6% | +209.2% | +221.4% |
| 5Y | +436.7% | -24.3% | +461.0% | +418.9% |
| All | +436.7% | -27.1% | +463.8% | +418.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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