+45.4%
NU vs GE
+444.6%
-399.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.4% |
| 7D | -4.2% | -2.8% | -1.4% | -2.6% |
| 30D | +10.0% | -11.9% | +22.0% | +18.3% |
| 3M | +29.3% | +1.8% | +27.4% | +27.0% |
| 6M | +0.9% | -0.6% | +1.5% | +0.1% |
| YTD | -10.3% | +5.5% | -15.8% | -15.0% |
| 1Y | -3.2% | +15.0% | -18.1% | -13.4% |
| 3Y | +120.6% | +269.5% | -149.0% | -15.8% |
| All | +45.4% | +444.6% | -399.2% | -62.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling