+554.3%
AMZN vs GE
+152.9%
+401.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +1.1% | -1.1% |
| 7D | -1.0% | -1.2% | +0.2% | -0.7% |
| 30D | -9.2% | -11.3% | +2.0% | -6.8% |
| 3M | +3.4% | -1.4% | +4.8% | +3.5% |
| 6M | +18.2% | +1.2% | +17.0% | +17.2% |
| YTD | +9.3% | +5.9% | +3.4% | +6.9% |
| 1Y | +5.9% | +18.4% | -12.5% | +0.7% |
| 3Y | +82.6% | +271.0% | -188.4% | +34.4% |
| 5Y | +44.9% | +417.9% | -373.1% | -2.0% |
| All | +554.3% | +152.9% | +401.4% | +319.0% |
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