+265.1%
GE vs NWSA
+29.1%
+235.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.1% | -1.4% | -2.8% |
| 7D | +5.1% | -0.8% | +5.9% | +5.4% |
| 30D | +7.6% | -11.3% | +18.9% | +11.4% |
| 3M | -9.3% | -8.1% | -1.2% | -7.4% |
| 6M | +11.5% | -0.7% | +12.2% | +10.4% |
| YTD | +7.9% | +1.3% | +6.5% | +5.5% |
| 1Y | +7.6% | -1.3% | +9.0% | +6.6% |
| All | +265.1% | +29.1% | +235.9% | +244.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 3y: compounded portfolio wealth divided by compounded NWSA 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…
3y analysis · Full analysis span regression · 6 months rolling