+593.1%
MA vs GE
+150.1%
+443.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.2% |
| 7D | +1.3% | +2.7% | -1.4% | +0.5% |
| 30D | +9.6% | +8.1% | +1.5% | +6.9% |
| 3M | +16.8% | -7.9% | +24.6% | +19.3% |
| 6M | +35.2% | +12.9% | +22.3% | +29.2% |
| YTD | +16.6% | +8.2% | +8.4% | +11.6% |
| 1Y | +19.8% | +9.7% | +10.1% | +14.1% |
| 3Y | +70.7% | +266.1% | -195.4% | +6.9% |
| 5Y | +87.4% | +407.4% | -320.0% | +3.1% |
| All | +593.1% | +150.1% | +443.0% | +223.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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