+499.2%
NOW vs GE
+159.6%
+339.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.7% | -3.1% | -1.0% |
| 7D | -3.0% | +7.1% | -10.1% | -4.5% |
| 30D | -26.0% | +6.5% | -32.5% | -27.4% |
| 3M | -13.1% | -13.6% | +0.5% | -10.8% |
| 6M | +14.5% | +6.0% | +8.5% | +11.5% |
| YTD | -33.4% | +5.4% | -38.8% | -36.0% |
| 1Y | -40.6% | +6.5% | -47.1% | -43.2% |
| 3Y | -16.3% | +268.6% | -284.9% | -42.5% |
| 5Y | -26.3% | +389.0% | -415.4% | -53.7% |
| All | +499.2% | +159.6% | +339.6% | +233.8% |
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