+75.5%
ASML vs GE
+386.1%
-310.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.7% | +2.3% | +3.3% |
| 7D | -9.0% | +7.1% | -16.1% | -12.9% |
| 30D | -21.0% | +6.5% | -27.4% | -24.1% |
| 3M | -16.3% | -13.6% | -2.7% | -8.6% |
| 6M | -7.5% | +6.0% | -13.5% | -12.3% |
| YTD | +34.0% | +5.4% | +28.6% | +26.9% |
| 1Y | +39.3% | +6.5% | +32.8% | +30.7% |
| 3Y | +128.9% | +268.6% | -139.7% | -13.9% |
| All | +75.5% | +386.1% | -310.6% | -55.2% |
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