+15,762.5%
MA vs GE
+232.2%
+15,530.2%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.2% |
| 7D | +1.8% | +5.4% | -3.6% | -0.4% |
| 30D | +11.8% | +9.6% | +2.2% | +7.5% |
| 3M | +17.2% | -7.7% | +24.9% | +20.4% |
| 6M | +33.4% | +14.0% | +19.4% | +25.0% |
| YTD | +16.1% | +10.2% | +6.0% | +8.6% |
| 1Y | +19.9% | +8.9% | +11.0% | +12.4% |
| 3Y | +70.1% | +273.7% | -203.6% | -9.4% |
| 5Y | +89.6% | +410.2% | -320.6% | -13.6% |
| 10Y | +568.4% | +157.4% | +411.0% | +274.3% |
| All | +15,762.5% | +232.2% | +15,530.2% | +8,658.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling