+847.8%
MU vs GE
+386.1%
+461.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.7% | +2.4% | +3.3% |
| 7D | -22.0% | +7.1% | -29.1% | -25.4% |
| 30D | -36.6% | +6.5% | -43.0% | -39.3% |
| 3M | -21.7% | -13.6% | -8.1% | -14.1% |
| 6M | +3.5% | +6.0% | -2.4% | -1.6% |
| YTD | +141.9% | +5.4% | +136.6% | +128.5% |
| 1Y | +189.8% | +6.5% | +183.4% | +172.1% |
| 3Y | +855.4% | +268.6% | +586.8% | +279.7% |
| All | +847.8% | +386.1% | +461.8% | +184.0% |
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 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