+1,587.5%
AMAT vs GE
+151.0%
+1,436.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.1% | +3.2% | +3.8% |
| 7D | -1.5% | -1.6% | +0.1% | -0.8% |
| 30D | -14.8% | -11.6% | -3.2% | -10.1% |
| 3M | -9.3% | +3.0% | -12.3% | -10.5% |
| 6M | +27.4% | -0.5% | +27.9% | +27.0% |
| YTD | +77.6% | +9.7% | +67.8% | +69.6% |
| 1Y | +188.9% | +20.0% | +168.9% | +165.0% |
| 3Y | +202.3% | +275.8% | -73.5% | +69.2% |
| 5Y | +248.9% | +429.1% | -180.2% | +67.2% |
| All | +1,587.5% | +151.0% | +1,436.5% | +660.4% |
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 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