-25.1%
NOW vs GE
+405.3%
-430.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.5% |
| 7D | +0.3% | +2.7% | -2.4% | -0.5% |
| 30D | -27.0% | +8.1% | -35.0% | -29.1% |
| 3M | -19.6% | -7.9% | -11.8% | -18.1% |
| 6M | +17.5% | +12.9% | +4.6% | +10.0% |
| YTD | -33.3% | +8.2% | -41.4% | -38.0% |
| 1Y | -39.8% | +9.7% | -49.5% | -44.7% |
| 3Y | -19.9% | +266.1% | -286.0% | -63.1% |
| All | -25.1% | +405.3% | -430.4% | -73.0% |
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