+43.3%
AMAT vs GE
+7.0%
+36.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.7% | +1.5% | +2.6% |
| 7D | -14.7% | +7.1% | -21.8% | -17.9% |
| 30D | -36.1% | +6.5% | -42.6% | -38.3% |
| 3M | -36.9% | -13.6% | -23.3% | -31.1% |
| 6M | -22.2% | +6.0% | -28.2% | -24.9% |
| YTD | +29.9% | +5.4% | +24.5% | +26.3% |
| 1Y | +43.3% | +6.5% | +36.8% | +43.7% |
| All | +43.3% | +7.0% | +36.3% | +43.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling