+1,395.4%
ASML vs GE
+159.6%
+1,235.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.7% | +2.3% | +4.0% |
| 7D | -9.0% | +7.1% | -16.1% | -11.4% |
| 30D | -21.0% | +6.5% | -27.4% | -22.8% |
| 3M | -16.3% | -13.6% | -2.7% | -11.7% |
| 6M | -7.5% | +6.0% | -13.5% | -10.0% |
| YTD | +34.0% | +5.4% | +28.6% | +30.6% |
| 1Y | +39.3% | +6.5% | +32.8% | +35.2% |
| 3Y | +128.9% | +268.6% | -139.7% | +42.9% |
| 5Y | +76.1% | +389.0% | -313.0% | -2.1% |
| All | +1,395.4% | +159.6% | +1,235.8% | +653.4% |
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