+51.0%
ASML vs GE
+11.0%
+40.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.4% | +0.3% | +0.9% |
| 7D | +2.5% | +4.0% | -1.5% | +0.4% |
| 30D | -12.2% | +11.1% | -23.3% | -17.2% |
| 3M | -14.6% | -6.7% | -7.9% | -11.3% |
| 6M | -1.7% | +14.3% | -16.0% | -11.1% |
| YTD | +44.3% | +11.7% | +32.6% | +30.7% |
| 1Y | +51.0% | +10.9% | +40.1% | +41.1% |
| All | +51.0% | +11.0% | +40.0% | +41.1% |
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