+46.1%
ASML vs GE
+8.3%
+37.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.7% | -6.3% | -5.1% |
| 7D | -10.0% | +9.4% | -19.4% | -14.4% |
| 30D | -19.4% | +7.5% | -27.0% | -22.7% |
| 3M | -12.5% | -12.5% | +0.1% | -5.8% |
| 6M | +8.2% | +17.8% | -9.5% | -4.6% |
| YTD | +40.7% | +7.4% | +33.3% | +30.0% |
| 1Y | +46.1% | +8.9% | +37.3% | +37.5% |
| All | +46.1% | +8.3% | +37.8% | +37.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling