+209.9%
ON vs GE
+145.3%
+64.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | +0.4% |
| 7D | +2.4% | -1.6% | +4.0% | +3.4% |
| 30D | -3.3% | -11.6% | +8.3% | +3.6% |
| 3M | -43.6% | +3.0% | -46.6% | -44.9% |
| 6M | +19.0% | -0.5% | +19.5% | +17.5% |
| YTD | +37.4% | +9.7% | +27.6% | +27.2% |
| 1Y | +54.8% | +20.0% | +34.7% | +35.7% |
| 3Y | -25.2% | +275.8% | -301.0% | -67.7% |
| 5Y | +62.7% | +429.1% | -366.4% | -42.7% |
| 10Y | +574.3% | +151.2% | +423.2% | +222.7% |
| All | +209.9% | +145.3% | +64.6% | +40.6% |
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 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