+147.1%
AMAT vs GE
+405.3%
-258.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.3% | -3.0% | -2.9% |
| 7D | +11.4% | +2.7% | +8.7% | +9.7% |
| 30D | -17.0% | +8.1% | -25.1% | -21.0% |
| 3M | -30.6% | -7.9% | -22.8% | -26.9% |
| 6M | -14.9% | +12.9% | -27.8% | -22.0% |
| YTD | +44.7% | +8.2% | +36.5% | +35.6% |
| 1Y | +66.9% | +9.7% | +57.2% | +54.6% |
| 3Y | +153.3% | +266.1% | -112.8% | -5.0% |
| All | +147.1% | +405.3% | -258.2% | -35.8% |
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