+411.8%
GE vs NI
+113.9%
+297.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.1% |
| 7D | +2.7% | +4.3% | -1.7% | +1.1% |
| 30D | +8.1% | +12.4% | -4.3% | +3.6% |
| 3M | -7.9% | +10.2% | -18.0% | -11.1% |
| 6M | +12.9% | -0.8% | +13.7% | +12.9% |
| YTD | +8.2% | +13.2% | -5.1% | +2.7% |
| 1Y | +9.7% | +10.1% | -0.4% | +5.2% |
| 3Y | +266.1% | +103.1% | +163.0% | +180.1% |
| All | +411.8% | +113.9% | +297.8% | +257.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling