+4,271.9%
MU vs GE
+165.1%
+4,106.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.8% | +2.4% | +4.4% |
| 7D | -12.0% | +6.3% | -18.3% | -14.3% |
| 30D | -28.7% | +8.9% | -37.6% | -31.7% |
| 3M | -16.4% | -9.2% | -7.2% | -12.7% |
| 6M | -1.8% | +13.2% | -15.0% | -7.9% |
| YTD | +157.1% | +9.4% | +147.7% | +143.8% |
| 1Y | +208.5% | +9.8% | +198.7% | +192.4% |
| 3Y | +906.2% | +278.2% | +628.0% | +442.5% |
| 5Y | +893.4% | +396.0% | +497.4% | +365.7% |
| 10Y | +4,271.9% | +162.4% | +4,109.5% | +1,784.4% |
| All | +4,271.9% | +165.1% | +4,106.7% | +1,784.4% |
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