+143.3%
DELL vs GE
+8.3%
+135.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.7% | -11.6% | -9.7% |
| 7D | -24.6% | +9.4% | -34.0% | -26.9% |
| 30D | -32.5% | +7.5% | -40.0% | -34.3% |
| 3M | -20.2% | -12.5% | -7.7% | -16.4% |
| 6M | +76.5% | +17.8% | +58.7% | +70.9% |
| YTD | +198.9% | +7.4% | +191.5% | +193.8% |
| 1Y | +143.3% | +8.9% | +134.4% | +146.2% |
| All | +143.3% | +8.3% | +135.0% | +146.2% |
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 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