+2,883.5%
GE vs NI
+5,092.7%
-2,209.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.4% |
| 7D | -1.6% | +2.0% | -3.6% | -2.4% |
| 30D | -11.6% | -3.5% | -8.0% | -10.3% |
| 3M | +3.0% | -9.1% | +12.1% | +6.9% |
| 6M | -0.5% | -11.8% | +11.3% | +4.4% |
| YTD | +9.7% | +1.1% | +8.6% | +8.7% |
| 1Y | +20.0% | +6.7% | +13.3% | +15.9% |
| 3Y | +275.8% | +71.1% | +204.8% | +194.6% |
| 5Y | +429.1% | +94.3% | +334.8% | +288.1% |
| 10Y | +151.2% | +135.8% | +15.4% | +66.0% |
| All | +2,883.5% | +5,092.7% | -2,209.1% | +610.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling