+55.6%
AMZN vs GE
+394.2%
-338.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.2% |
| 7D | +8.0% | +5.4% | +2.7% | +5.6% |
| 30D | +3.2% | +9.6% | -6.4% | -1.1% |
| 3M | -2.6% | -7.7% | +5.1% | +0.4% |
| 6M | -0.7% | +14.0% | -14.7% | -7.4% |
| YTD | +17.4% | +10.2% | +7.2% | +9.4% |
| 1Y | +9.0% | +8.9% | +0.1% | +2.0% |
| 3Y | +88.7% | +273.7% | -185.0% | -13.1% |
| 5Y | +55.6% | +410.2% | -354.6% | -46.0% |
| All | +55.6% | +394.2% | -338.6% | -46.0% |
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 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