+247.2%
AMAT vs GE
+430.3%
-183.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.1% | +3.2% | +3.6% |
| 7D | -1.5% | -1.6% | +0.1% | -0.4% |
| 30D | -14.8% | -11.6% | -3.2% | -8.0% |
| 3M | -9.3% | +3.0% | -12.3% | -11.3% |
| 6M | +27.4% | -0.5% | +27.9% | +26.5% |
| YTD | +77.6% | +9.7% | +67.8% | +64.9% |
| 1Y | +188.9% | +20.0% | +168.9% | +152.0% |
| 3Y | +202.3% | +275.8% | -73.5% | +14.7% |
| All | +247.2% | +430.3% | -183.1% | -8.3% |
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