+8,589.1%
AMD vs NRG
+1,083.9%
+7,505.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.6% | +0.9% | +1.8% |
| 7D | +8.1% | -4.7% | +12.7% | +10.2% |
| 30D | +6.9% | -6.0% | +12.8% | +9.5% |
| 3M | +5.7% | -8.0% | +13.6% | +8.3% |
| 6M | +152.0% | -23.2% | +175.1% | +176.3% |
| YTD | +141.0% | -28.1% | +169.1% | +171.6% |
| 1Y | +231.6% | -27.3% | +258.8% | +273.0% |
| 3Y | +390.1% | +208.7% | +181.4% | +201.0% |
| 5Y | +390.6% | +197.7% | +193.0% | +201.2% |
| All | +8,589.1% | +1,083.9% | +7,505.1% | +3,827.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling