+226.8%
SOXX vs GE
+267.2%
-40.5%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.0% | +1.9% |
| 7D | +1.4% | -4.0% | +5.4% | +3.6% |
| 30D | -3.6% | -11.4% | +7.8% | +2.8% |
| 3M | -10.2% | -2.6% | -7.5% | -9.4% |
| 6M | +54.2% | -0.3% | +54.6% | +52.3% |
| YTD | +75.2% | +5.4% | +69.9% | +66.7% |
| 1Y | +107.5% | +15.5% | +92.0% | +86.7% |
| 3Y | +226.8% | +260.8% | -34.0% | +65.2% |
| All | +226.8% | +267.2% | -40.5% | +65.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling