+1,370.8%
AMAT vs GE
+162.3%
+1,208.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.2% |
| 7D | -2.5% | +5.4% | -7.8% | -4.4% |
| 30D | -26.5% | +9.6% | -36.2% | -29.4% |
| 3M | -28.6% | -7.7% | -20.9% | -26.0% |
| 6M | -14.2% | +14.0% | -28.3% | -19.2% |
| YTD | +45.5% | +10.2% | +35.3% | +38.9% |
| 1Y | +59.3% | +8.9% | +50.4% | +52.7% |
| 3Y | +153.1% | +273.7% | -120.6% | +42.6% |
| 5Y | +158.2% | +410.2% | -252.1% | +25.7% |
| 10Y | +1,370.8% | +157.4% | +1,213.4% | +525.0% |
| All | +1,370.8% | +162.3% | +1,208.5% | +525.0% |
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