+678.3%
DELL vs GE
+269.2%
+409.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.8% | +3.1% | +2.0% |
| 7D | +8.7% | -1.2% | +10.0% | +9.6% |
| 30D | +16.9% | -11.3% | +28.2% | +25.6% |
| 3M | +40.4% | -1.4% | +41.8% | +41.1% |
| 6M | +267.1% | +1.2% | +265.9% | +258.6% |
| YTD | +329.1% | +5.9% | +323.2% | +303.3% |
| 1Y | +346.9% | +18.4% | +328.5% | +284.3% |
| All | +678.3% | +269.2% | +409.1% | +222.3% |
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