+422.4%
GE vs BBY
-1.6%
+424.1%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | -2.8% | +0.7% | -3.5% | -2.9% |
| 30D | -11.9% | +5.8% | -17.7% | -13.1% |
| 3M | +1.8% | +18.0% | -16.2% | -2.3% |
| 6M | -0.6% | +39.8% | -40.4% | -8.9% |
| YTD | +5.5% | +35.4% | -29.9% | -2.8% |
| 1Y | +15.0% | +21.4% | -6.4% | +8.4% |
| 3Y | +269.5% | +39.5% | +230.0% | +220.6% |
| 5Y | +422.4% | -0.5% | +422.9% | +351.2% |
| All | +422.4% | -1.6% | +424.1% | +351.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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