-26.4%
NOW vs GE
+386.1%
-412.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.7% | -3.1% | -1.2% |
| 7D | -3.0% | +7.1% | -10.1% | -5.0% |
| 30D | -26.0% | +6.5% | -32.5% | -27.9% |
| 3M | -13.1% | -13.6% | +0.5% | -9.5% |
| 6M | +14.5% | +6.0% | +8.5% | +9.7% |
| YTD | -33.4% | +5.4% | -38.8% | -37.7% |
| 1Y | -40.6% | +6.5% | -47.1% | -44.9% |
| 3Y | -16.3% | +268.6% | -284.9% | -61.7% |
| All | -26.4% | +386.1% | -412.4% | -72.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling