+163.8%
ON vs GE
+135.5%
+28.2%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.7% | -2.2% | -1.1% |
| 7D | -11.7% | +7.1% | -18.8% | -15.1% |
| 30D | -23.3% | +6.5% | -29.7% | -26.1% |
| 3M | -19.2% | -13.6% | -5.6% | -12.5% |
| 6M | -40.1% | +6.0% | -46.1% | -42.8% |
| YTD | +16.9% | +5.4% | +11.5% | +10.4% |
| 1Y | +29.7% | +6.5% | +23.3% | +21.5% |
| 3Y | -4.4% | +268.6% | -273.0% | -58.1% |
| 5Y | +7.1% | +389.0% | -382.0% | -60.6% |
| 10Y | +447.2% | +163.3% | +283.9% | +152.8% |
| All | +163.8% | +135.5% | +28.2% | +22.1% |
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