-19.9%
ACHR vs NRG
+203.5%
-223.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.6% | +0.8% | +1.7% |
| 7D | -2.3% | -4.7% | +2.4% | -0.2% |
| 30D | -11.3% | -6.0% | -5.3% | -9.2% |
| 3M | +5.3% | -8.0% | +13.2% | +6.1% |
| 6M | -13.2% | -23.2% | +9.9% | -6.3% |
| YTD | -25.8% | -28.1% | +2.3% | -17.5% |
| 1Y | -34.3% | -27.3% | -7.0% | -27.5% |
| 3Y | -19.9% | +208.7% | -228.6% | -65.2% |
| All | -19.9% | +203.5% | -223.4% | -65.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling