+1,534.9%
ASML vs GE
+162.3%
+1,372.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.6% |
| 7D | -2.9% | +5.4% | -8.2% | -4.7% |
| 30D | -15.2% | +9.6% | -24.8% | -18.1% |
| 3M | -12.9% | -7.7% | -5.2% | -10.3% |
| 6M | -5.0% | +14.0% | -19.1% | -10.1% |
| YTD | +41.8% | +10.2% | +31.6% | +36.0% |
| 1Y | +46.0% | +8.9% | +37.1% | +40.5% |
| 3Y | +133.5% | +273.7% | -140.2% | +44.7% |
| 5Y | +93.0% | +410.2% | -317.2% | +5.5% |
| 10Y | +1,534.9% | +157.4% | +1,377.5% | +702.1% |
| All | +1,534.9% | +162.3% | +1,372.7% | +702.1% |
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