+93.1%
META vs GE
+381.1%
-288.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.8% | +1.3% | +3.3% |
| 7D | +5.7% | +6.3% | -0.5% | +2.7% |
| 30D | -10.8% | +8.9% | -19.6% | -14.5% |
| 3M | +8.4% | -9.2% | +17.6% | +12.9% |
| 6M | +5.4% | +13.2% | -7.8% | -2.6% |
| YTD | -2.6% | +9.4% | -12.0% | -9.8% |
| 1Y | +3.5% | +9.8% | -6.3% | -4.7% |
| 3Y | +102.0% | +278.2% | -176.2% | -14.4% |
| 5Y | +93.1% | +396.0% | -302.9% | -34.4% |
| All | +93.1% | +381.1% | -288.1% | -34.4% |
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