+113.9%
SOXX vs GE
+22.8%
+91.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.4% | +3.0% |
| 7D | +2.2% | -1.6% | +3.8% | +3.0% |
| 30D | -2.0% | -11.6% | +9.5% | +3.9% |
| 3M | -13.7% | +3.0% | -16.7% | -15.4% |
| 6M | +52.4% | -0.5% | +52.9% | +50.0% |
| YTD | +72.8% | +9.7% | +63.1% | +61.3% |
| 1Y | +113.9% | +20.0% | +93.9% | +95.3% |
| All | +113.9% | +22.8% | +91.1% | +95.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling