+1,580.6%
ASML vs GE
+160.4%
+1,420.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.4% | +0.3% | +1.2% |
| 7D | +2.5% | +4.0% | -1.5% | +1.2% |
| 30D | -12.2% | +11.1% | -23.3% | -15.6% |
| 3M | -14.6% | -6.7% | -7.9% | -12.5% |
| 6M | -1.7% | +14.3% | -16.0% | -7.1% |
| YTD | +44.3% | +11.7% | +32.6% | +37.6% |
| 1Y | +51.0% | +10.9% | +40.1% | +44.2% |
| 3Y | +137.6% | +279.0% | -141.4% | +46.4% |
| 5Y | +92.7% | +427.0% | -334.3% | +4.3% |
| 10Y | +1,580.6% | +158.6% | +1,422.0% | +719.5% |
| All | +1,580.6% | +160.4% | +1,420.2% | +719.5% |
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 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