+2,502.1%
SOXX vs GE
+164.2%
+2,337.9%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.5% |
| 7D | +3.0% | -2.8% | +5.8% | +4.5% |
| 30D | -3.1% | -11.9% | +8.8% | +3.0% |
| 3M | -4.4% | +1.8% | -6.2% | -5.6% |
| 6M | +52.9% | -0.6% | +53.5% | +51.8% |
| YTD | +72.0% | +5.5% | +66.5% | +65.1% |
| 1Y | +105.1% | +15.0% | +90.2% | +88.4% |
| 3Y | +220.6% | +269.5% | -48.9% | +61.8% |
| 5Y | +244.8% | +422.4% | -177.6% | +44.8% |
| 10Y | +1,537.1% | +151.0% | +1,386.2% | +780.2% |
| All | +2,502.1% | +164.2% | +2,337.9% | +1,082.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling