+3,922.7%
DELL vs GE
+151.9%
+3,770.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.4% | -5.0% | -5.2% |
| 7D | -1.9% | -2.8% | +0.9% | -0.8% |
| 30D | +14.9% | -11.9% | +26.8% | +20.6% |
| 3M | +37.2% | +1.8% | +35.4% | +36.2% |
| 6M | +254.0% | -0.6% | +254.6% | +252.0% |
| YTD | +306.1% | +5.5% | +300.6% | +293.7% |
| 1Y | +312.3% | +15.0% | +297.3% | +286.0% |
| 3Y | +654.0% | +269.5% | +384.5% | +371.9% |
| 5Y | +1,055.3% | +422.4% | +632.9% | +536.0% |
| All | +3,922.7% | +151.9% | +3,770.8% | +1,952.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling