+436.7%
GE vs BN
+35.3%
+401.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.6% | +1.9% | +0.6% |
| 7D | +1.2% | -1.2% | +2.3% | +1.7% |
| 30D | -9.5% | -10.9% | +1.4% | -4.4% |
| 3M | +4.1% | -11.1% | +15.2% | +10.1% |
| 6M | +3.9% | -4.4% | +8.3% | +5.9% |
| YTD | +9.0% | -14.1% | +23.2% | +16.3% |
| 1Y | +21.9% | -11.1% | +33.0% | +27.3% |
| 3Y | +281.8% | +75.6% | +206.2% | +179.6% |
| 5Y | +436.7% | +35.8% | +400.9% | +348.5% |
| All | +436.7% | +35.3% | +401.4% | +348.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling