+436.6%
GE vs MSCI
-6.7%
+443.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.2% |
| 7D | -1.6% | +0.4% | -2.0% | -1.7% |
| 30D | -11.6% | +0.6% | -12.1% | -11.8% |
| 3M | +3.0% | -7.1% | +10.1% | +4.7% |
| 6M | -0.5% | +0.8% | -1.4% | -1.9% |
| YTD | +9.7% | +1.0% | +8.7% | +7.5% |
| 1Y | +20.0% | +4.3% | +15.7% | +15.5% |
| 3Y | +275.8% | +9.9% | +265.9% | +247.1% |
| All | +436.6% | -6.7% | +443.3% | +372.9% |
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