+67.7%
ASML vs GE
+384.2%
-316.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.5% | -4.9% | -6.5% |
| 7D | -19.0% | +0.5% | -19.6% | -19.3% |
| 30D | -25.9% | +1.7% | -27.7% | -26.8% |
| 3M | -19.1% | -17.3% | -1.7% | -9.1% |
| 6M | -5.7% | +10.1% | -15.8% | -12.8% |
| YTD | +27.6% | +2.6% | +25.0% | +22.8% |
| 1Y | +30.8% | +3.7% | +27.1% | +24.8% |
| 3Y | +116.2% | +268.3% | -152.1% | -18.9% |
| 5Y | +67.7% | +376.2% | -308.5% | -57.3% |
| All | +67.7% | +384.2% | -316.6% | -57.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling