+4,681.2%
DELL vs GE
+151.4%
+4,529.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +1.1% |
| 7D | +14.9% | -1.6% | +16.5% | +15.6% |
| 30D | +13.3% | -11.6% | +24.8% | +18.7% |
| 3M | +24.4% | +3.0% | +21.4% | +22.8% |
| 6M | +258.0% | -0.5% | +258.5% | +255.8% |
| YTD | +320.2% | +9.7% | +310.4% | +301.3% |
| 1Y | +319.1% | +20.0% | +299.0% | +286.0% |
| 3Y | +706.5% | +275.8% | +430.7% | +401.0% |
| 5Y | +1,071.9% | +429.1% | +642.8% | +540.4% |
| 10Y | +4,683.5% | +151.2% | +4,532.3% | +2,378.8% |
| All | +4,681.2% | +151.4% | +4,529.8% | +2,377.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling