+132.8%
AMAT vs GE
+267.1%
-134.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -4.5% | -9.1% | -10.9% |
| 7D | -24.3% | +0.5% | -24.8% | -24.4% |
| 30D | -39.8% | +1.7% | -41.5% | -40.3% |
| 3M | -40.2% | -17.3% | -22.9% | -33.1% |
| 6M | -22.1% | +10.1% | -32.2% | -26.9% |
| YTD | +24.7% | +2.6% | +22.1% | +21.5% |
| 1Y | +33.3% | +3.7% | +29.6% | +28.9% |
| All | +132.8% | +267.1% | -134.2% | +0.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling