+47.6%
ON vs GE
+8.3%
+39.2%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.7% | -4.6% | -2.7% |
| 7D | -5.8% | +9.4% | -15.2% | -8.6% |
| 30D | -17.1% | +7.5% | -24.6% | -19.2% |
| 3M | -11.8% | -12.5% | +0.7% | -7.8% |
| 6M | -30.2% | +17.8% | -48.0% | -34.2% |
| YTD | +31.6% | +7.4% | +24.2% | +25.6% |
| 1Y | +47.6% | +8.9% | +38.7% | +42.2% |
| All | +47.6% | +8.3% | +39.2% | +42.2% |
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