+190.0%
ON vs GE
+146.2%
+43.8%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.3% |
| 7D | -4.1% | +5.4% | -9.5% | -6.7% |
| 30D | -10.2% | +9.6% | -19.9% | -14.9% |
| 3M | -12.7% | -7.7% | -5.0% | -9.0% |
| 6M | -32.5% | +14.0% | -46.6% | -38.1% |
| YTD | +28.6% | +10.2% | +18.4% | +18.5% |
| 1Y | +43.4% | +8.9% | +34.5% | +32.7% |
| 3Y | +3.3% | +273.7% | -270.3% | -55.0% |
| 5Y | +22.5% | +410.2% | -387.7% | -55.9% |
| 10Y | +535.7% | +157.4% | +378.3% | +199.3% |
| All | +190.0% | +146.2% | +43.8% | +31.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling