+157.4%
GE vs BBWI
-44.4%
+201.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.8% |
| 7D | +5.4% | -4.2% | +9.6% | +6.4% |
| 30D | +9.6% | +24.9% | -15.2% | +4.2% |
| 3M | -7.7% | +13.2% | -20.9% | -10.9% |
| 6M | +14.0% | +12.1% | +1.9% | +9.6% |
| YTD | +10.2% | +11.1% | -0.9% | +5.0% |
| 1Y | +8.9% | +0.7% | +8.2% | +4.9% |
| 3Y | +273.7% | -23.8% | +297.4% | +263.0% |
| 5Y | +410.2% | -66.9% | +477.1% | +482.8% |
| 10Y | +157.4% | -45.3% | +202.8% | +91.3% |
| All | +157.4% | -44.4% | +201.8% | +91.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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