+2,895.1%
GE vs BN
+16,073.1%
-13,178.0%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.1% | +1.3% |
| 7D | +5.4% | +4.3% | +1.1% | +3.5% |
| 30D | +9.6% | +14.3% | -4.6% | +3.5% |
| 3M | -7.7% | -4.1% | -3.6% | -6.2% |
| 6M | +14.0% | -9.7% | +23.7% | +18.7% |
| YTD | +10.2% | -7.1% | +17.3% | +12.9% |
| 1Y | +8.9% | -7.4% | +16.3% | +11.6% |
| 3Y | +273.7% | +102.3% | +171.3% | +171.0% |
| 5Y | +410.2% | +35.9% | +374.3% | +328.4% |
| 10Y | +157.4% | +289.2% | -131.7% | +43.1% |
| All | +2,895.1% | +16,073.1% | -13,178.0% | +675.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling