+413.9%
GE vs NXT
+171.8%
+242.1%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.6% | +0.8% | -2.5% |
| 7D | -1.2% | -0.2% | -1.0% | -1.2% |
| 30D | -11.3% | -20.0% | +8.7% | -9.3% |
| 3M | -1.4% | -30.9% | +29.5% | +2.0% |
| 6M | +1.2% | -23.8% | +25.0% | +2.8% |
| YTD | +5.9% | -5.4% | +11.4% | +4.8% |
| 1Y | +18.4% | +28.0% | -9.6% | +12.9% |
| 3Y | +271.0% | +93.3% | +177.7% | +226.2% |
| All | +413.9% | +171.8% | +242.1% | +336.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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