+29.9%
AAPL vs NRG
-50.8%
+80.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -13.5% | +18.8% | +4.5% |
| 7D | +1.7% | -13.7% | +15.4% | +0.9% |
| 30D | +5.0% | -13.6% | +18.6% | +4.2% |
| 3M | +13.1% | -28.5% | +41.6% | +11.5% |
| 6M | +26.5% | -45.8% | +72.2% | +24.2% |
| YTD | +28.9% | -46.9% | +75.9% | +26.7% |
| 1Y | +29.9% | -49.7% | +79.6% | +27.7% |
| All | +29.9% | -50.8% | +80.7% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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