-24.1%
NU vs GE
+8.3%
-32.4%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.7% | +0.5% | +2.2% |
| 7D | +0.2% | +9.4% | -9.2% | -3.2% |
| 30D | -21.0% | +7.5% | -28.6% | -23.2% |
| 3M | -16.3% | -12.5% | -3.8% | -11.3% |
| 6M | -15.3% | +17.8% | -33.1% | -20.5% |
| YTD | -28.4% | +7.4% | -35.8% | -31.7% |
| 1Y | -24.1% | +8.9% | -33.0% | -28.0% |
| All | -24.1% | +8.3% | -32.4% | -28.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling