+415.2%
GE vs NET
+36.7%
+378.5%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.6% | +5.3% | +3.1% |
| 7D | +9.4% | -16.4% | +25.8% | +11.9% |
| 30D | +7.5% | -25.8% | +33.4% | +11.6% |
| 3M | -12.5% | -11.5% | -1.0% | -11.9% |
| 6M | +17.8% | +18.9% | -1.2% | +12.5% |
| YTD | +7.4% | +35.2% | -27.8% | -0.5% |
| 1Y | +8.9% | +14.5% | -5.6% | +3.3% |
| 3Y | +285.5% | +313.8% | -28.3% | +197.0% |
| 5Y | +415.2% | +32.6% | +382.6% | +287.9% |
| All | +415.2% | +36.7% | +378.5% | +287.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 NET 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