+388.0%
DELL vs GE
+267.3%
+120.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.3% | -7.5% | -7.4% |
| 7D | +4.9% | +2.7% | +2.2% | +3.2% |
| 30D | -32.1% | +8.1% | -40.2% | -35.3% |
| 3M | -30.2% | -7.9% | -22.4% | -26.7% |
| 6M | +41.7% | +12.9% | +28.8% | +30.9% |
| YTD | +176.6% | +8.2% | +168.4% | +156.0% |
| 1Y | +159.9% | +9.7% | +150.3% | +137.2% |
| 3Y | +388.0% | +266.1% | +121.9% | +79.9% |
| All | +388.0% | +267.3% | +120.7% | +79.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling