+620.3%
AMZN vs GE
+160.4%
+459.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.4% | -3.2% | -2.1% |
| 7D | +0.1% | +4.0% | -4.0% | -0.9% |
| 30D | +2.6% | +11.1% | -8.5% | 0.0% |
| 3M | -2.2% | -6.7% | +4.5% | -0.9% |
| 6M | -1.0% | +14.3% | -15.3% | -4.5% |
| YTD | +15.3% | +11.7% | +3.6% | +11.2% |
| 1Y | +6.9% | +10.9% | -4.0% | +3.1% |
| 3Y | +85.4% | +279.0% | -193.6% | +35.3% |
| 5Y | +53.3% | +427.0% | -373.7% | +2.6% |
| 10Y | +620.3% | +158.6% | +461.8% | +338.8% |
| All | +620.3% | +160.4% | +459.9% | +338.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling