+147.5%
GE vs NI
+143.3%
+4.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.1% | -0.1% |
| 7D | -4.0% | 0.0% | -4.0% | -4.0% |
| 30D | -11.4% | -1.4% | -10.0% | -10.9% |
| 3M | -2.6% | -10.6% | +8.0% | +2.1% |
| 6M | -0.3% | -9.3% | +9.0% | +3.6% |
| YTD | +5.4% | +1.1% | +4.2% | +4.1% |
| 1Y | +15.5% | +3.4% | +12.2% | +12.7% |
| 3Y | +260.8% | +67.9% | +192.9% | +178.1% |
| 5Y | +421.6% | +98.0% | +323.7% | +264.2% |
| All | +147.5% | +143.3% | +4.2% | +69.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling