+504.6%
NOW vs GE
+165.1%
+339.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.8% | -3.0% | -0.1% |
| 7D | -3.1% | +6.3% | -9.3% | -4.4% |
| 30D | -27.0% | +8.9% | -35.9% | -28.7% |
| 3M | -17.7% | -9.2% | -8.5% | -16.4% |
| 6M | +12.7% | +13.2% | -0.5% | +8.1% |
| YTD | -32.9% | +9.4% | -42.3% | -36.1% |
| 1Y | -40.4% | +9.8% | -50.2% | -43.3% |
| 3Y | -17.1% | +278.2% | -295.3% | -43.4% |
| 5Y | -25.7% | +396.0% | -421.7% | -53.5% |
| 10Y | +504.6% | +162.4% | +342.3% | +228.3% |
| All | +504.6% | +165.1% | +339.5% | +228.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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