+2,771.1%
NOW vs GE
+339.5%
+2,431.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.1% | -4.1% | -3.3% |
| 7D | -2.4% | -1.6% | -0.8% | -1.9% |
| 30D | +20.5% | -11.6% | +32.1% | +24.3% |
| 3M | +18.3% | +3.0% | +15.3% | +16.3% |
| 6M | +24.1% | -0.5% | +24.6% | +22.1% |
| YTD | -7.8% | +9.7% | -17.5% | -12.5% |
| 1Y | -21.4% | +20.0% | -41.4% | -27.8% |
| 3Y | +19.5% | +275.8% | -256.3% | -23.8% |
| 5Y | +4.1% | +429.1% | -425.0% | -41.0% |
| 10Y | +826.4% | +151.2% | +675.2% | +612.0% |
| All | +2,771.1% | +339.5% | +2,431.6% | +1,510.6% |
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