+424.7%
GE vs NXT
+213.5%
+211.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.2% | +0.1% |
| 7D | +2.7% | -9.4% | +12.1% | +3.8% |
| 30D | +8.1% | +15.1% | -7.0% | +6.3% |
| 3M | -7.9% | -9.1% | +1.3% | -7.3% |
| 6M | +12.9% | -30.3% | +43.2% | +15.8% |
| YTD | +8.2% | +9.1% | -0.9% | +5.1% |
| 1Y | +9.7% | +7.9% | +1.8% | +6.6% |
| 3Y | +266.1% | +176.5% | +89.6% | +208.6% |
| All | +424.7% | +213.5% | +211.2% | +338.0% |
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