+103,048.8%
AAPL vs NRG
+1,510.3%
+101,538.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +1.4% |
| 7D | +3.8% | -4.7% | +8.5% | +4.9% |
| 30D | +9.9% | -6.0% | +15.9% | +11.1% |
| 3M | +12.5% | -8.0% | +20.4% | +13.0% |
| 6M | +27.6% | -23.2% | +50.8% | +32.3% |
| YTD | +22.6% | -28.1% | +50.6% | +28.2% |
| 1Y | +45.0% | -27.3% | +72.2% | +50.5% |
| 3Y | +87.8% | +208.7% | -120.9% | +30.5% |
| 5Y | +128.7% | +197.7% | -69.0% | +57.8% |
| 10Y | +1,308.9% | +1,103.3% | +205.5% | +569.6% |
| All | +103,048.8% | +1,510.3% | +101,538.5% | +49,287.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling