+938.2%
MU vs GE
+405.3%
+532.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.7% |
| 7D | +12.8% | +2.7% | +10.1% | +10.9% |
| 30D | -14.9% | +8.1% | -22.9% | -19.2% |
| 3M | -18.0% | -7.9% | -10.2% | -13.8% |
| 6M | -3.1% | +12.9% | -16.0% | -11.6% |
| YTD | +172.9% | +8.2% | +164.7% | +153.5% |
| 1Y | +228.8% | +9.7% | +219.2% | +202.6% |
| 3Y | +950.8% | +266.1% | +684.7% | +319.7% |
| All | +938.2% | +405.3% | +532.9% | +201.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling