+164.9%
ASML vs GE
+277.7%
-112.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.1% | +3.1% | +3.6% |
| 7D | +1.1% | -1.6% | +2.7% | +2.0% |
| 30D | +2.2% | -11.6% | +13.8% | +9.3% |
| 3M | -2.3% | +3.0% | -5.3% | -4.7% |
| 6M | +23.0% | -0.5% | +23.5% | +21.5% |
| YTD | +61.1% | +9.7% | +51.3% | +50.3% |
| 1Y | +129.1% | +20.0% | +109.1% | +103.0% |
| All | +164.9% | +277.7% | -112.7% | +21.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling