+2,662.4%
DELL vs GE
+150.1%
+2,512.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.3% | -7.5% | -7.3% |
| 7D | +4.9% | +2.7% | +2.2% | +3.9% |
| 30D | -32.1% | +8.1% | -40.2% | -34.1% |
| 3M | -30.2% | -7.9% | -22.4% | -28.0% |
| 6M | +41.7% | +12.9% | +28.8% | +35.2% |
| YTD | +176.6% | +8.2% | +168.4% | +165.5% |
| 1Y | +159.9% | +9.7% | +150.3% | +147.7% |
| 3Y | +388.0% | +266.1% | +121.9% | +205.9% |
| 5Y | +578.2% | +407.4% | +170.8% | +275.2% |
| All | +2,662.4% | +150.1% | +2,512.3% | +1,294.0% |
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