+390.5%
GE vs MSCI
+3.6%
+386.9%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.3% | +5.0% | +3.4% |
| 7D | +7.1% | +2.8% | +4.3% | +6.2% |
| 30D | +6.5% | +15.4% | -9.0% | +1.6% |
| 3M | -13.6% | +13.4% | -27.0% | -17.2% |
| 6M | +6.0% | +10.9% | -4.9% | +1.6% |
| YTD | +5.4% | +13.0% | -7.6% | -0.6% |
| 1Y | +6.5% | +12.0% | -5.6% | +0.7% |
| 3Y | +268.6% | +34.1% | +234.5% | +214.0% |
| All | +390.5% | +3.6% | +386.9% | +335.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling