+117.4%
INTC vs GE
+149.4%
-31.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.5% | +1.4% | -0.8% |
| 7D | +17.1% | +5.1% | +12.0% | +15.2% |
| 30D | -40.5% | +7.6% | -48.0% | -41.8% |
| 3M | -39.4% | -9.3% | -30.1% | -37.2% |
| 6M | -49.3% | +11.5% | -60.8% | -51.2% |
| YTD | +65.9% | +7.9% | +58.0% | +61.0% |
| 1Y | +61.5% | +7.6% | +53.9% | +56.7% |
| 3Y | +59.6% | +265.9% | -206.3% | +3.8% |
| 5Y | +31.2% | +405.9% | -374.8% | -24.2% |
| All | +117.4% | +149.4% | -31.9% | +17.0% |
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