+1,924.6%
NOW vs GE
+341.2%
+1,583.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.8% | -3.3% |
| 7D | -8.7% | +5.4% | -14.1% | -10.0% |
| 30D | -29.3% | +9.6% | -38.9% | -31.4% |
| 3M | -21.8% | -7.7% | -14.1% | -20.8% |
| 6M | +9.2% | +14.0% | -4.8% | +3.7% |
| YTD | -35.0% | +10.2% | -45.1% | -38.7% |
| 1Y | -42.5% | +8.9% | -51.4% | -45.7% |
| 3Y | -21.5% | +273.7% | -295.2% | -50.1% |
| 5Y | -25.8% | +410.2% | -436.0% | -57.7% |
| 10Y | +506.3% | +157.4% | +348.9% | +356.7% |
| All | +1,924.6% | +341.2% | +1,583.4% | +1,028.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling