+1,537.1%
SOXX vs GE
+151.5%
+1,385.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.0% | +1.9% |
| 7D | +1.4% | -4.0% | +5.4% | +3.0% |
| 30D | -3.6% | -11.4% | +7.8% | +1.0% |
| 3M | -10.2% | -2.6% | -7.5% | -9.5% |
| 6M | +54.2% | -0.3% | +54.6% | +53.3% |
| YTD | +75.2% | +5.4% | +69.9% | +70.1% |
| 1Y | +107.5% | +15.5% | +92.0% | +94.3% |
| 3Y | +226.8% | +260.8% | -34.0% | +99.9% |
| 5Y | +251.2% | +421.6% | -170.4% | +86.1% |
| All | +1,537.1% | +151.5% | +1,385.6% | +727.6% |
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