+41.5%
NU vs GE
+443.8%
-402.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.5% | -2.6% |
| 7D | -4.9% | -4.0% | -0.9% | -2.6% |
| 30D | +7.8% | -11.4% | +19.2% | +15.5% |
| 3M | +20.9% | -2.6% | +23.5% | +22.0% |
| 6M | +0.9% | -0.3% | +1.2% | -0.1% |
| YTD | -12.7% | +5.4% | -18.0% | -17.2% |
| 1Y | -6.4% | +15.5% | -21.9% | -16.6% |
| 3Y | +98.1% | +260.8% | -162.7% | -23.0% |
| All | +41.5% | +443.8% | -402.3% | -63.6% |
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 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