+3,369.2%
ASX vs NRG
+1,284.9%
+2,084.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.1% | -1.7% |
| 7D | +12.4% | +10.0% | +2.4% | +9.2% |
| 30D | -19.8% | -3.2% | -16.6% | -18.9% |
| 3M | -10.3% | -18.5% | +8.2% | -4.9% |
| 6M | +1.2% | -25.3% | +26.5% | +9.8% |
| YTD | +123.0% | -38.1% | +161.2% | +154.2% |
| 1Y | +145.4% | -40.7% | +186.1% | +183.0% |
| 3Y | +368.6% | +121.8% | +246.9% | +256.9% |
| 5Y | +486.0% | +209.2% | +276.8% | +299.1% |
| 10Y | +941.0% | +981.4% | -40.3% | +364.3% |
| All | +3,369.2% | +1,284.9% | +2,084.3% | +1,282.6% |
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