+28.0%
NU vs GE
+458.3%
-430.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.3% | +11.5% | +11.6% |
| 7D | +9.9% | +2.7% | +7.2% | +8.3% |
| 30D | -11.5% | +8.1% | -19.5% | -15.7% |
| 3M | -5.1% | -7.9% | +2.8% | -1.1% |
| 6M | +3.1% | +12.9% | -9.8% | -4.9% |
| YTD | -21.0% | +8.2% | -29.2% | -26.6% |
| 1Y | -15.2% | +9.7% | -24.9% | -22.0% |
| 3Y | +56.4% | +266.1% | -209.7% | -39.6% |
| All | +28.0% | +458.3% | -430.4% | -67.8% |
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