+4,277.4%
MU vs GE
+162.3%
+4,115.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.4% |
| 7D | -15.2% | +5.4% | -20.6% | -17.1% |
| 30D | -29.5% | +9.6% | -39.2% | -32.7% |
| 3M | -15.8% | -7.7% | -8.1% | -12.8% |
| 6M | -2.9% | +14.0% | -16.9% | -9.2% |
| YTD | +154.2% | +10.2% | +144.1% | +140.3% |
| 1Y | +186.6% | +8.9% | +177.7% | +172.5% |
| 3Y | +871.5% | +273.7% | +597.8% | +425.8% |
| 5Y | +911.7% | +410.2% | +501.5% | +368.2% |
| 10Y | +4,277.4% | +157.4% | +4,119.9% | +1,806.6% |
| All | +4,277.4% | +162.3% | +4,115.1% | +1,806.6% |
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