+151.2%
GE vs MSCI
+799.8%
-648.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.5% | -2.0% | -3.0% |
| 7D | +5.1% | -0.7% | +5.8% | +5.4% |
| 30D | +7.6% | +16.2% | -8.6% | +2.1% |
| 3M | -9.3% | +16.1% | -25.4% | -14.0% |
| 6M | +11.5% | +12.9% | -1.4% | +6.0% |
| YTD | +7.9% | +14.8% | -7.0% | +0.9% |
| 1Y | +7.6% | +13.8% | -6.1% | +1.0% |
| 3Y | +265.9% | +31.2% | +234.6% | +216.8% |
| 5Y | +405.9% | +5.6% | +400.4% | +361.1% |
| All | +151.2% | +799.8% | -648.6% | +16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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