+8.9%
GE vs NI
+9.5%
-0.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.5% | +1.2% | +2.3% |
| 7D | +9.4% | +3.9% | +5.5% | +8.2% |
| 30D | +7.5% | +15.3% | -7.7% | +3.4% |
| 3M | -12.5% | +2.4% | -14.9% | -13.3% |
| 6M | +17.8% | -4.5% | +22.3% | +19.2% |
| YTD | +7.4% | +11.4% | -4.0% | -0.5% |
| 1Y | +8.9% | +8.5% | +0.4% | +2.4% |
| All | +8.9% | +9.5% | -0.6% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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