+72.1%
MA vs GE
+277.0%
-204.9%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.7% | -3.2% | -1.0% |
| 7D | +2.3% | +7.1% | -4.8% | +1.0% |
| 30D | +14.7% | +6.5% | +8.2% | +13.2% |
| 3M | +13.5% | -13.6% | +27.1% | +16.5% |
| 6M | +33.1% | +6.0% | +27.1% | +30.9% |
| YTD | +15.1% | +5.4% | +9.7% | +12.5% |
| 1Y | +18.7% | +6.5% | +12.3% | +15.7% |
| 3Y | +72.1% | +268.6% | -196.5% | +19.2% |
| All | +72.1% | +277.0% | -204.9% | +19.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling