+39.3%
ASML vs GE
+7.0%
+32.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.7% | +2.3% | +3.5% |
| 7D | -9.0% | +7.1% | -16.1% | -12.4% |
| 30D | -21.0% | +6.5% | -27.4% | -23.6% |
| 3M | -16.3% | -13.6% | -2.7% | -9.1% |
| 6M | -7.5% | +6.0% | -13.5% | -12.6% |
| YTD | +34.0% | +5.4% | +28.6% | +25.4% |
| 1Y | +39.3% | +6.5% | +32.8% | +32.1% |
| All | +39.3% | +7.0% | +32.3% | +32.1% |
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 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