+158.6%
GE vs BN
+281.2%
-122.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.8% | +2.2% | +1.9% |
| 7D | +4.0% | -2.4% | +6.5% | +5.5% |
| 30D | +11.1% | +13.5% | -2.5% | +3.0% |
| 3M | -6.7% | -5.9% | -0.8% | -3.7% |
| 6M | +14.3% | -8.9% | +23.2% | +20.0% |
| YTD | +11.7% | -7.9% | +19.6% | +15.7% |
| 1Y | +10.9% | -8.3% | +19.2% | +14.7% |
| 3Y | +279.0% | +100.8% | +178.2% | +136.0% |
| 5Y | +427.0% | +38.2% | +388.8% | +302.3% |
| 10Y | +158.6% | +302.3% | -143.8% | +19.3% |
| All | +158.6% | +281.2% | -122.7% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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