+1,527.5%
META vs GE
+379.0%
+1,148.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | +0.7% |
| 7D | +6.7% | -1.6% | +8.3% | +7.2% |
| 30D | +4.8% | -11.6% | +16.3% | +8.7% |
| 3M | -1.6% | +3.0% | -4.6% | -3.0% |
| 6M | -7.5% | -0.5% | -6.9% | -8.2% |
| YTD | -6.4% | +9.7% | -16.1% | -10.4% |
| 1Y | -17.3% | +20.0% | -37.4% | -23.3% |
| 3Y | +109.9% | +275.8% | -165.9% | +35.3% |
| 5Y | +65.4% | +429.1% | -363.7% | -5.1% |
| 10Y | +391.8% | +151.2% | +240.6% | +252.6% |
| All | +1,527.5% | +379.0% | +1,148.5% | +761.1% |
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