+404.3%
META vs GE
+159.6%
+244.7%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.9% | 0.0% |
| 7D | -0.8% | +7.1% | -7.9% | -2.8% |
| 30D | -15.4% | +6.5% | -21.9% | -17.1% |
| 3M | +3.5% | -13.6% | +17.1% | +7.7% |
| 6M | -0.3% | +6.0% | -6.3% | -2.8% |
| YTD | -7.3% | +5.4% | -12.7% | -10.1% |
| 1Y | -1.1% | +6.5% | -7.5% | -4.5% |
| 3Y | +95.1% | +268.6% | -173.5% | +30.8% |
| 5Y | +80.6% | +389.0% | -308.5% | +10.2% |
| All | +404.3% | +159.6% | +244.7% | +179.2% |
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 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