+1,644.6%
ASML vs GE
+151.0%
+1,493.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.1% | +3.1% | +3.8% |
| 7D | +1.1% | -1.6% | +2.7% | +1.7% |
| 30D | +2.2% | -11.6% | +13.8% | +6.9% |
| 3M | -2.3% | +3.0% | -5.3% | -3.7% |
| 6M | +23.0% | -0.5% | +23.5% | +22.6% |
| YTD | +61.1% | +9.7% | +51.3% | +54.7% |
| 1Y | +129.1% | +20.0% | +109.1% | +112.8% |
| 3Y | +165.4% | +275.8% | -110.5% | +63.9% |
| 5Y | +109.5% | +429.1% | -319.6% | +13.1% |
| All | +1,644.6% | +151.0% | +1,493.6% | +805.9% |
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