+79.1%
META vs GE
+384.2%
-305.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.5% | +0.5% | -1.8% |
| 7D | -3.1% | +0.5% | -3.6% | -3.4% |
| 30D | -18.1% | +1.7% | -19.8% | -18.9% |
| 3M | +2.9% | -17.3% | +20.2% | +12.1% |
| 6M | +0.2% | +10.1% | -9.9% | -6.4% |
| YTD | -8.1% | +2.6% | -10.7% | -12.3% |
| 1Y | -4.5% | +3.7% | -8.2% | -9.7% |
| 3Y | +94.2% | +268.3% | -174.1% | -16.9% |
| 5Y | +79.1% | +376.2% | -297.1% | -39.3% |
| All | +79.1% | +384.2% | -305.2% | -39.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling