+417.9%
GE vs NWSA
+40.1%
+377.9%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.5% | -2.7% |
| 7D | -1.2% | -3.1% | +1.8% | 0.0% |
| 30D | -11.3% | +4.3% | -15.5% | -12.9% |
| 3M | -1.4% | +9.2% | -10.6% | -5.6% |
| 6M | +1.2% | +21.6% | -20.4% | -7.9% |
| YTD | +5.9% | +14.2% | -8.3% | -1.4% |
| 1Y | +18.4% | +1.8% | +16.6% | +15.9% |
| 3Y | +271.0% | +44.4% | +226.5% | +203.1% |
| 5Y | +417.9% | +41.0% | +377.0% | +317.4% |
| All | +417.9% | +40.1% | +377.9% | +317.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling