+147.1%
AMAT vs GE
+381.1%
-234.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +3.8% | +7.6% | +8.8% |
| 7D | -1.1% | +6.3% | -7.3% | -4.5% |
| 30D | -26.9% | +8.9% | -35.8% | -30.8% |
| 3M | -31.2% | -9.2% | -22.0% | -26.8% |
| 6M | -14.7% | +13.2% | -27.9% | -21.9% |
| YTD | +44.7% | +9.4% | +35.3% | +34.6% |
| 1Y | +62.0% | +9.8% | +52.2% | +49.9% |
| 3Y | +165.0% | +278.2% | -113.2% | -2.9% |
| 5Y | +147.1% | +396.0% | -248.9% | -35.2% |
| All | +147.1% | +381.1% | -234.0% | -35.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling