+268.6%
GE vs BBWI
-28.0%
+296.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -3.3% | +6.0% | +3.2% |
| 7D | +7.1% | -6.2% | +13.3% | +8.1% |
| 30D | +6.5% | +19.9% | -13.5% | +3.6% |
| 3M | -13.6% | +7.1% | -20.7% | -14.8% |
| 6M | +6.0% | +13.7% | -7.7% | +3.3% |
| YTD | +5.4% | +9.6% | -4.2% | +2.8% |
| 1Y | +6.5% | -1.6% | +8.1% | +4.8% |
| 3Y | +268.6% | -25.9% | +294.5% | +285.2% |
| All | +268.6% | -28.0% | +296.6% | +285.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling